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 | $127,345 | $87,870+44.9% | $113,168+12.5% | $74,304+71.4% |
| Participation rate | 38.2% | 70.7%-32.5pp | 76.6%-38.3pp | 60.3%-22.1pp |
| Annual return | 13.06% | 26.44%-13.4pp | 24.27%-11.2pp | 29.43%-16.4pp |
| Employer contribution / active EE | $447 | $2,277-80.4% | $2,975-85.0% | $2,241-80.0% |
| Participant deferral / active EE | $4,178 | $4,241-1.5% | $5,107-18.2% | $3,767+10.9% |
| Admin fee / account holder | $20,408 | $3,368+505.9% | $12,068+69.1% | $2,969+587.4% |