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 | $148,098 | $64,480+129.7% | $81,382+82.0% | $80,856+83.2% |
| Participation rate | 34.8% | 63.9%-29.1pp | 69.5%-34.7pp | 67.6%-32.9pp |
| Annual return | 12.14% | 16.34%-4.2pp | 24.73%-12.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,351 | $3,094-56.3% | $3,883-65.2% | $4,296-68.6% |
| Admin fee / account holder | $905 | $5,671-84.0% | $5,768-84.3% | $6,918-86.9% |