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 | $114,357 | $54,541+109.7% | $78,778+45.2% | $70,131+63.1% |
| Participation rate | 39.4% | 60.8%-21.4pp | 69.2%-29.8pp | 69.5%-30.1pp |
| Annual return | 16.34% | 21.07%-4.7pp | 35.62%-19.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,149 | $2,210+87.7% | $2,958+40.3% | $3,332+24.5% |
| Admin fee / account holder | $5,524 | $3,709+48.9% | $5,134+7.6% | $4,645+18.9% |