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 8-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 | $104,132 | $81,460+27.8% | $103,333+0.8% | $80,856+28.8% |
| Participation rate | 53.1% | 66.8%-13.8pp | 74.5%-21.4pp | 67.6%-14.6pp |
| Annual return | 18.57% | 25.55%-7.0pp | 24.88%-6.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $618 | $3,105-80.1% | $3,868-84.0% | $2,755-77.6% |
| Participant deferral / active EE | $2,527 | $3,869-34.7% | $5,057-50.0% | $4,296-41.2% |
| Admin fee / account holder | $4,026 | $6,566-38.7% | $8,355-51.8% | $6,918-41.8% |