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 | $131,602 | $96,484+36.4% | $156,263-15.8% | $74,304+77.1% |
| Participation rate | 35.3% | 67.7%-32.4pp | 78.9%-43.6pp | 60.3%-25.1pp |
| Annual return | 14.95% | 17.73%-2.8pp | 59.47%-44.5pp | 29.43%-14.5pp |
| Employer contribution / active EE | $434 | $2,528-82.8% | $4,333-90.0% | $2,241-80.6% |
| Participant deferral / active EE | $2,678 | $4,286-37.5% | $6,158-56.5% | $3,767-28.9% |
| Admin fee / account holder | $22,109 | $3,728+493.1% | $14,255+55.1% | $2,969+644.7% |