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 | $127,164 | $51,045+149.1% | $70,515+80.3% | $71,457+78.0% |
| Participation rate | 39.3% | 59.4%-20.2pp | 68.3%-29.1pp | 67.9%-28.7pp |
| Annual return | 17.99% | 42.63%-24.6pp | 32.77%-14.8pp | 28.85%-10.9pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,435 | $3,026-52.6% | $4,567-68.6% | $4,289-66.5% |
| Admin fee / account holder | $7,628 | $1,994+282.6% | $6,412+19.0% | $1,587+380.6% |