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 | $128,466 | $89,753+43.1% | $107,525+19.5% | $84,808+51.5% |
| Participation rate | 46.7% | 68.1%-21.4pp | 75.1%-28.4pp | 68.3%-21.6pp |
| Annual return | 14.95% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $606 | $3,113-80.5% | $3,754-83.9% | $2,631-77.0% |
| Participant deferral / active EE | $2,519 | $4,056-37.9% | $5,116-50.8% | $4,212-40.2% |
| Admin fee / account holder | $4,261 | $7,222-41.0% | $8,919-52.2% | $7,344-42.0% |