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 | $140,518 | $95,803+46.7% | $113,168+24.2% | $84,808+65.7% |
| Participation rate | 59.6% | 72.9%-13.2pp | 76.6%-16.9pp | 68.3%-8.7pp |
| Annual return | 16.73% | 25.00%-8.3pp | 24.27%-7.5pp | 40.90%-24.2pp |
| Employer contribution / active EE | $325 | $2,360-86.2% | $2,975-89.1% | $2,631-87.6% |
| Participant deferral / active EE | $4,141 | $4,242-2.4% | $5,107-18.9% | $4,212-1.7% |
| Admin fee / account holder | $6,094 | $8,989-32.2% | $12,068-49.5% | $7,344-17.0% |