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 | $108,491 | $87,870+23.5% | $113,168-4.1% | $74,304+46.0% |
| Participation rate | 63.5% | 70.7%-7.3pp | 76.6%-13.1pp | 60.3%+3.1pp |
| Annual return | 13.33% | 26.44%-13.1pp | 24.27%-10.9pp | 29.43%-16.1pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,164 | $4,241+21.8% | $5,107+1.1% | $3,767+37.1% |
| Admin fee / account holder | $8,051 | $3,368+139.0% | $12,068-33.3% | $2,969+171.2% |