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 | $104,142 | $65,365+59.3% | $92,893+12.1% | $72,985+42.7% |
| Participation rate | 44.8% | 68.3%-23.5pp | 76.0%-31.2pp | 69.5%-24.7pp |
| Annual return | 23.01% | 42.10%-19.1pp | 109.41%-86.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $491 | $2,594-81.1% | $3,653-86.6% | $2,440-79.9% |
| Participant deferral / active EE | $2,778 | $3,128-11.2% | $4,236-34.4% | $3,607-23.0% |
| Admin fee / account holder | $3,320 | $4,251-21.9% | $5,794-42.7% | $5,124-35.2% |