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 | $143,609 | $94,625+51.8% | $116,228+23.6% | $84,808+69.3% |
| Participation rate | 51.9% | 70.4%-18.5pp | 74.6%-22.6pp | 68.3%-16.4pp |
| Annual return | 15.02% | 20.40%-5.4pp | 90.06%-75.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $540 | $2,347-77.0% | $2,994-82.0% | $2,631-79.5% |
| Participant deferral / active EE | $2,490 | $3,972-37.3% | $4,953-49.7% | $4,212-40.9% |
| Admin fee / account holder | $23,860 | $10,091+136.4% | $11,989+99.0% | $7,344+224.9% |