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 | $109,010 | $58,512+86.3% | $84,015+29.8% | $72,985+49.4% |
| Participation rate | 44.4% | 61.2%-16.8pp | 69.0%-24.6pp | 69.5%-25.0pp |
| Annual return | 24.62% | 28.93%-4.3pp | 71.31%-46.7pp | 81.00%-56.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,676 | $2,394+53.5% | $3,239+13.5% | $3,607+1.9% |
| Admin fee / account holder | $22,209 | $4,569+386.1% | $6,101+264.0% | $5,124+333.4% |