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 | $108,682 | $86,929+25.0% | $102,423+6.1% | $80,856+34.4% |
| Participation rate | 50.8% | 72.4%-21.6pp | 76.5%-25.7pp | 67.6%-16.9pp |
| Annual return | 12.41% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $444 | $2,369-81.2% | $3,023-85.3% | $2,755-83.9% |
| Participant deferral / active EE | $3,130 | $4,118-24.0% | $5,053-38.0% | $4,296-27.1% |
| Admin fee / account holder | $24,302 | $8,049+201.9% | $9,451+157.1% | $6,918+251.3% |