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 | $126,991 | $81,460+55.9% | $103,333+22.9% | $80,856+57.1% |
| Participation rate | 56.8% | 66.8%-10.1pp | 74.5%-17.8pp | 67.6%-10.9pp |
| Annual return | 13.76% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $767 | $3,105-75.3% | $3,868-80.2% | $2,755-72.2% |
| Participant deferral / active EE | $4,524 | $3,869+16.9% | $5,057-10.5% | $4,296+5.3% |
| Admin fee / account holder | $24,404 | $6,566+271.6% | $8,355+192.1% | $6,918+252.8% |