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 | $124,662 | $95,803+30.1% | $113,168+10.2% | $84,808+47.0% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 17.70% | 25.00%-7.3pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $567 | $2,360-76.0% | $2,975-81.0% | $2,631-78.5% |
| Participant deferral / active EE | $2,266 | $4,242-46.6% | $5,107-55.6% | $4,212-46.2% |
| Admin fee / account holder | $1,077 | $8,989-88.0% | $12,068-91.1% | $7,344-85.3% |