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 | $142,316 | $60,022+137.1% | $88,946+60.0% | $84,808+67.8% |
| Participation rate | 56.3% | 57.8%-1.5pp | 68.8%-12.5pp | 68.3%-12.0pp |
| Annual return | 15.13% | 22.43%-7.3pp | 57.82%-42.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,814 | $3,114-9.6% | $4,581-38.6% | $4,212-33.2% |
| Admin fee / account holder | $23,435 | $4,811+387.1% | $8,261+183.7% | $7,344+219.1% |