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 | $138,846 | $73,933+87.8% | $96,683+43.6% | $75,163+84.7% |
| Participation rate | 24.6% | 66.4%-41.9pp | 74.3%-49.8pp | 67.2%-42.6pp |
| Annual return | 17.01% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $668 | $2,928-77.2% | $3,737-82.1% | $2,670-75.0% |
| Participant deferral / active EE | $1,799 | $3,659-50.8% | $4,878-63.1% | $4,125-56.4% |
| Admin fee / account holder | $4,660 | $5,216-10.7% | $6,730-30.8% | $5,651-17.5% |