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 | $109,406 | $74,927+46.0% | $101,794+7.5% | $84,808+29.0% |
| Participation rate | 63.9% | 61.4%+2.5pp | 69.2%-5.3pp | 68.3%-4.4pp |
| Annual return | 15.13% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $222 | $1,522-85.4% | $2,289-90.3% | $2,631-91.6% |
| Participant deferral / active EE | $2,576 | $3,099-16.9% | $4,084-36.9% | $4,212-38.8% |
| Admin fee / account holder | $1,787 | $6,514-72.6% | $8,777-79.6% | $7,344-75.7% |