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 | $129,394 | $81,460+58.8% | $103,333+25.2% | $80,856+60.0% |
| Participation rate | 57.4% | 66.8%-9.4pp | 74.5%-17.1pp | 67.6%-10.2pp |
| Annual return | 11.25% | 25.55%-14.3pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $553 | $3,105-82.2% | $3,868-85.7% | $2,755-79.9% |
| Participant deferral / active EE | $8,216 | $3,869+112.4% | $5,057+62.4% | $4,296+91.3% |
| Admin fee / account holder | $13,879 | $6,566+111.4% | $8,355+66.1% | $6,918+100.6% |