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 | $162,515 | $62,586+159.7% | $76,768+111.7% | $64,186+153.2% |
| Participation rate | 53.1% | 72.8%-19.7pp | 77.0%-23.8pp | 69.6%-16.4pp |
| Annual return | 12.92% | -1.95%+14.9pp | 2.43%+10.5pp | 7.63%+5.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,093 | $3,145+61.9% | $3,852+32.2% | $3,470+46.8% |
| Admin fee / account holder | $31,235 | $4,667+569.3% | $6,675+368.0% | $4,888+539.0% |