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 5-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 | $108,617 | $89,753+21.0% | $107,525+1.0% | $84,808+28.1% |
| Participation rate | 12.2% | 68.1%-55.8pp | 75.1%-62.8pp | 68.3%-56.1pp |
| Annual return | 17.72% | 29.48%-11.8pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $573 | $3,113-81.6% | $3,754-84.7% | $2,631-78.2% |
| Participant deferral / active EE | $1,947 | $4,056-52.0% | $5,116-61.9% | $4,212-53.8% |
| Admin fee / account holder | $972 | $7,222-86.5% | $8,919-89.1% | $7,344-86.8% |