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 | $124,962 | $72,277+72.9% | $101,248+23.4% | $79,858+56.5% |
| Participation rate | 51.6% | 68.5%-16.8pp | 75.8%-24.2pp | 69.6%-18.0pp |
| Annual return | 14.85% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,540 | $3,282+38.4% | $4,370+3.9% | $3,740+21.4% |
| Admin fee / account holder | $33,319 | $4,400+657.2% | $5,945+460.4% | $5,306+527.9% |