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 | $122,159 | $80,968+50.9% | $96,544+26.5% | $75,163+62.5% |
| Participation rate | 65.9% | 71.8%-5.9pp | 76.0%-10.1pp | 67.2%-1.3pp |
| Annual return | 21.10% | 27.06%-6.0pp | 25.84%-4.7pp | 160.62%-139.5pp |
| Employer contribution / active EE | $620 | $2,282-72.8% | $2,965-79.1% | $2,670-76.8% |
| Participant deferral / active EE | $3,610 | $3,928-8.1% | $4,851-25.6% | $4,125-12.5% |
| Admin fee / account holder | $2,733 | $6,724-59.3% | $8,252-66.9% | $5,651-51.6% |