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 5-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 | $114,996 | $80,968+42.0% | $96,544+19.1% | $75,163+53.0% |
| Participation rate | 27.8% | 71.8%-43.9pp | 76.0%-48.1pp | 67.2%-39.3pp |
| Annual return | 13.69% | 27.06%-13.4pp | 25.84%-12.2pp | 160.62%-146.9pp |
| Employer contribution / active EE | $446 | $2,282-80.5% | $2,965-85.0% | $2,670-83.3% |
| Participant deferral / active EE | $1,781 | $3,928-54.6% | $4,851-63.3% | $4,125-56.8% |
| Admin fee / account holder | $12,619 | $6,724+87.7% | $8,252+52.9% | $5,651+123.3% |