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 | $105,162 | $95,803+9.8% | $113,168-7.1% | $84,808+24.0% |
| Participation rate | 38.6% | 72.9%-34.3pp | 76.6%-38.0pp | 68.3%-29.7pp |
| Annual return | 13.83% | 25.00%-11.2pp | 24.27%-10.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $453 | $2,360-80.8% | $2,975-84.8% | $2,631-82.8% |
| Participant deferral / active EE | $2,709 | $4,242-36.1% | $5,107-47.0% | $4,212-35.7% |
| Admin fee / account holder | $8,209 | $8,989-8.7% | $12,068-32.0% | $7,344+11.8% |