See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,804 | $148,978-24.3% | $200,582-43.8% | $84,808+33.0% |
| Participation rate | 36.7% | 84.2%-47.6pp | 86.9%-50.2pp | 68.3%-31.6pp |
| Annual return | 24.50% | 28.16%-3.7pp | 42.33%-17.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $1,401 | $4,815-70.9% | $6,419-78.2% | $2,631-46.7% |
| Participant deferral / active EE | $4,095 | $7,142-42.7% | $9,331-56.1% | $4,212-2.8% |
| Admin fee / account holder | $21,950 | $13,977+57.0% | $16,305+34.6% | $7,344+198.9% |