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 | $124,627 | $89,753+38.9% | $107,525+15.9% | $84,808+47.0% |
| Participation rate | 48.1% | 68.1%-20.0pp | 75.1%-27.0pp | 68.3%-20.3pp |
| Annual return | 16.44% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $510 | $3,113-83.6% | $3,754-86.4% | $2,631-80.6% |
| Participant deferral / active EE | $2,758 | $4,056-32.0% | $5,116-46.1% | $4,212-34.5% |
| Admin fee / account holder | $5,187 | $7,222-28.2% | $8,919-41.8% | $7,344-29.4% |