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 | $112,173 | $95,803+17.1% | $113,168-0.9% | $84,808+32.3% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 13.58% | 25.00%-11.4pp | 24.27%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $523 | $2,360-77.9% | $2,975-82.4% | $2,631-80.1% |
| Participant deferral / active EE | $3,063 | $4,242-27.8% | $5,107-40.0% | $4,212-27.3% |
| Admin fee / account holder | $22,671 | $8,989+152.2% | $12,068+87.9% | $7,344+208.7% |