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 3-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 | $79,130 | $78,926+0.3% | $136,749-42.1% | $84,808-6.7% |
| Participation rate | 24.0% | 62.2%-38.2pp | 72.1%-48.1pp | 68.3%-44.3pp |
| Annual return | 20.27% | 18.17%+2.1pp | 24.33%-4.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $490 | $2,134-77.0% | $3,400-85.6% | $2,631-81.4% |
| Participant deferral / active EE | $2,322 | $3,168-26.7% | $4,692-50.5% | $4,212-44.9% |
| Admin fee / account holder | $3,245 | $6,369-49.1% | $11,386-71.5% | $7,344-55.8% |