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 | $96,131 | $65,365+47.1% | $92,893+3.5% | $72,985+31.7% |
| Participation rate | 42.3% | 68.3%-26.1pp | 76.0%-33.8pp | 69.5%-27.2pp |
| Annual return | 16.98% | 42.10%-25.1pp | 109.41%-92.4pp | 81.00%-64.0pp |
| Employer contribution / active EE | $429 | $2,594-83.5% | $3,653-88.2% | $2,440-82.4% |
| Participant deferral / active EE | $5,350 | $3,128+71.0% | $4,236+26.3% | $3,607+48.3% |
| Admin fee / account holder | $6,992 | $4,251+64.5% | $5,794+20.7% | $5,124+36.4% |