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 | $111,042 | $86,929+27.7% | $102,423+8.4% | $80,856+37.3% |
| Participation rate | 44.9% | 72.4%-27.5pp | 76.5%-31.6pp | 67.6%-22.7pp |
| Annual return | 11.22% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $215 | $2,369-90.9% | $3,023-92.9% | $2,755-92.2% |
| Participant deferral / active EE | $2,627 | $4,118-36.2% | $5,053-48.0% | $4,296-38.8% |
| Admin fee / account holder | $9,980 | $8,049+24.0% | $9,451+5.6% | $6,918+44.3% |