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 | $147,882 | $81,460+81.5% | $103,333+43.1% | $80,856+82.9% |
| Participation rate | 48.3% | 66.8%-18.6pp | 74.5%-26.2pp | 67.6%-19.4pp |
| Annual return | 11.69% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $416 | $3,105-86.6% | $3,868-89.2% | $2,755-84.9% |
| Participant deferral / active EE | $2,228 | $3,869-42.4% | $5,057-55.9% | $4,296-48.1% |
| Admin fee / account holder | $7,794 | $6,566+18.7% | $8,355-6.7% | $6,918+12.7% |