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 | $114,609 | $71,050+61.3% | $93,606+22.4% | $80,856+41.7% |
| Participation rate | 55.8% | 60.4%-4.6pp | 68.7%-12.9pp | 67.6%-11.8pp |
| Annual return | 14.18% | 11.26%+2.9pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $319 | $1,564-79.6% | $2,420-86.8% | $2,755-88.4% |
| Participant deferral / active EE | $2,017 | $4,034-50.0% | $4,411-54.3% | $4,296-53.1% |
| Admin fee / account holder | $21,708 | $6,945+212.6% | $8,285+162.0% | $6,918+213.8% |