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 | $127,150 | $56,897+123.5% | $84,750+50.0% | $62,891+102.2% |
| Participation rate | 61.3% | 68.5%-7.2pp | 76.6%-15.3pp | 69.3%-8.0pp |
| Annual return | 4.49% | 6.30%-1.8pp | 22.78%-18.3pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,236 | $2,709+19.4% | $3,712-12.8% | $3,203+1.0% |
| Admin fee / account holder | $32,296 | $3,581+801.9% | $5,332+505.7% | $4,296+651.8% |