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 | $113,172 | $81,460+38.9% | $103,333+9.5% | $80,856+40.0% |
| Participation rate | 61.3% | 66.8%-5.6pp | 74.5%-13.2pp | 67.6%-6.3pp |
| Annual return | 12.47% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $497 | $3,105-84.0% | $3,868-87.1% | $2,755-82.0% |
| Participant deferral / active EE | $3,465 | $3,869-10.4% | $5,057-31.5% | $4,296-19.3% |
| Admin fee / account holder | $17,231 | $6,566+162.4% | $8,355+106.2% | $6,918+149.1% |