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 | $123,290 | $76,367+61.4% | $93,606+31.7% | $72,985+68.9% |
| Participation rate | 59.6% | 71.7%-12.2pp | 75.8%-16.3pp | 69.5%-9.9pp |
| Annual return | 23.85% | 25.82%-2.0pp | 32.76%-8.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $372 | $2,275-83.6% | $2,718-86.3% | $2,440-84.7% |
| Participant deferral / active EE | $2,356 | $3,538-33.4% | $4,069-42.1% | $3,607-34.7% |
| Admin fee / account holder | $2,321 | $6,838-66.1% | $7,888-70.6% | $5,124-54.7% |