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 | $93,687 | $148,978-37.1% | $200,582-53.3% | $84,808+10.5% |
| Participation rate | 60.0% | 84.2%-24.2pp | 86.9%-26.9pp | 68.3%-8.3pp |
| Annual return | 14.42% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,225 | $4,815-74.6% | $6,419-80.9% | $2,631-53.4% |
| Participant deferral / active EE | $3,512 | $7,142-50.8% | $9,331-62.4% | $4,212-16.6% |
| Admin fee / account holder | $60,611 | $13,977+333.6% | $16,305+271.7% | $7,344+725.3% |