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 | $147,511 | $87,135+69.3% | $206,214-28.5% | $116,875+26.2% |
| Participation rate | 61.5% | 76.8%-15.3pp | 82.4%-20.8pp | 74.5%-13.0pp |
| Annual return | 26.53% | 22.51%+4.0pp | -1.60%+28.1pp | 16.29%+10.2pp |
| Employer contribution / active EE | $454 | $3,046-85.1% | $5,967-92.4% | $3,288-86.2% |
| Participant deferral / active EE | $3,959 | $3,898+1.6% | $4,649-14.8% | $3,885+1.9% |
| Admin fee / account holder | $3,975 | $8,630-53.9% | $13,671-70.9% | $12,263-67.6% |