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 | $95,725 | $54,541+75.5% | $78,778+21.5% | $70,131+36.5% |
| Participation rate | 30.0% | 60.8%-30.8pp | 69.2%-39.2pp | 69.5%-39.5pp |
| Annual return | 13.47% | 21.07%-7.6pp | 35.62%-22.1pp | 73.14%-59.7pp |
| Employer contribution / active EE | $154 | $1,089-85.9% | $1,986-92.3% | $2,342-93.4% |
| Participant deferral / active EE | $1,550 | $2,210-29.8% | $2,958-47.6% | $3,332-53.5% |
| Admin fee / account holder | $14,168 | $3,709+282.0% | $5,134+176.0% | $4,645+205.0% |