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 | $116,618 | $86,929+34.2% | $102,423+13.9% | $80,856+44.2% |
| Participation rate | 41.3% | 72.4%-31.1pp | 76.5%-35.2pp | 67.6%-26.4pp |
| Annual return | 11.87% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $408 | $2,369-82.8% | $3,023-86.5% | $2,755-85.2% |
| Participant deferral / active EE | $2,401 | $4,118-41.7% | $5,053-52.5% | $4,296-44.1% |
| Admin fee / account holder | $19,533 | $8,049+142.7% | $9,451+106.7% | $6,918+182.3% |