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 | $129,235 | $76,050+69.9% | $96,544+33.9% | $71,457+80.9% |
| Participation rate | 32.5% | 74.4%-41.9pp | 76.0%-43.4pp | 67.9%-35.4pp |
| Annual return | 16.45% | 22.81%-6.4pp | 25.84%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $327 | $2,244-85.4% | $2,965-89.0% | $2,588-87.4% |
| Participant deferral / active EE | $3,303 | $4,215-21.7% | $4,851-31.9% | $4,289-23.0% |
| Admin fee / account holder | $3,039 | $2,707+12.3% | $8,252-63.2% | $1,587+91.5% |