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 | $139,206 | $127,065+9.6% | $113,168+23.0% | $142,382-2.2% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 20.97% | 24.03%-3.1pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $804 | $3,442-76.7% | $2,975-73.0% | $4,299-81.3% |
| Participant deferral / active EE | $3,221 | $5,716-43.6% | $5,107-36.9% | $6,507-50.5% |
| Admin fee / account holder | $1,877 | $15,736-88.1% | $12,068-84.4% | $12,624-85.1% |