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 | $122,099 | $74,927+63.0% | $101,794+19.9% | $84,808+44.0% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.2%-39.6pp | 68.3%-38.7pp |
| Annual return | 14.73% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $117 | $1,522-92.3% | $2,289-94.9% | $2,631-95.5% |
| Participant deferral / active EE | $2,808 | $3,099-9.4% | $4,084-31.3% | $4,212-33.3% |
| Admin fee / account holder | $3,040 | $6,514-53.3% | $8,777-65.4% | $7,344-58.6% |