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 | $181,872 | $78,926+130.4% | $136,749+33.0% | $84,808+114.5% |
| Participation rate | 26.5% | 62.2%-35.7pp | 72.1%-45.7pp | 68.3%-41.8pp |
| Annual return | 16.60% | 18.17%-1.6pp | 24.33%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,427 | $3,168-55.0% | $4,692-69.6% | $4,212-66.1% |
| Admin fee / account holder | $8,614 | $6,369+35.3% | $11,386-24.3% | $7,344+17.3% |