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 | $109,341 | $74,927+45.9% | $101,794+7.4% | $84,808+28.9% |
| Participation rate | 36.3% | 61.4%-25.2pp | 69.2%-32.9pp | 68.3%-32.1pp |
| Annual return | 14.26% | 18.70%-4.4pp | 30.53%-16.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $312 | $1,522-79.5% | $2,289-86.4% | $2,631-88.1% |
| Participant deferral / active EE | $1,816 | $3,099-41.4% | $4,084-55.5% | $4,212-56.9% |
| Admin fee / account holder | $7,249 | $6,514+11.3% | $8,777-17.4% | $7,344-1.3% |