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 | $128,606 | $59,101+117.6% | $77,163+66.7% | $75,163+71.1% |
| Participation rate | 36.4% | 63.9%-27.5pp | 69.6%-33.2pp | 67.2%-30.8pp |
| Annual return | 14.79% | 26.71%-11.9pp | 37.87%-23.1pp | 160.62%-145.8pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,363 | $2,999-54.6% | $3,833-64.4% | $4,125-67.0% |
| Admin fee / account holder | $618 | $4,774-87.0% | $5,472-88.7% | $5,651-89.1% |