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 | $135,939 | $78,926+72.2% | $136,749-0.6% | $84,808+60.3% |
| Participation rate | 30.9% | 62.2%-31.3pp | 72.1%-41.3pp | 68.3%-37.5pp |
| Annual return | 14.34% | 18.17%-3.8pp | 24.33%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $296 | $2,134-86.1% | $3,400-91.3% | $2,631-88.8% |
| Participant deferral / active EE | $1,604 | $3,168-49.4% | $4,692-65.8% | $4,212-61.9% |
| Admin fee / account holder | $11,730 | $6,369+84.2% | $11,386+3.0% | $7,344+59.7% |