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 | $145,992 | $71,050+105.5% | $93,606+56.0% | $80,856+80.6% |
| Participation rate | 32.4% | 60.4%-28.0pp | 68.7%-36.3pp | 67.6%-35.2pp |
| Annual return | 14.30% | 11.26%+3.0pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $170 | $1,564-89.1% | $2,420-93.0% | $2,755-93.8% |
| Participant deferral / active EE | $2,240 | $4,034-44.5% | $4,411-49.2% | $4,296-47.9% |
| Admin fee / account holder | $58,003 | $6,945+735.2% | $8,285+600.1% | $6,918+738.4% |