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 | $91,539 | $55,706+64.3% | $75,886+20.6% | $72,985+25.4% |
| Participation rate | 61.1% | 61.1%0pp | 69.3%-8.2pp | 69.5%-8.4pp |
| Annual return | 29.26% | 27.59%+1.7pp | 30.76%-1.5pp | 81.00%-51.7pp |
| Employer contribution / active EE | $280 | $1,687-83.4% | $2,500-88.8% | $2,440-88.5% |
| Participant deferral / active EE | $2,261 | $2,634-14.2% | $3,603-37.2% | $3,607-37.3% |
| Admin fee / account holder | $3,008 | $3,978-24.4% | $5,418-44.5% | $5,124-41.3% |