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 | $89,093 | $138,562-35.7% | $246,525-63.9% | $116,875-23.8% |
| Participation rate | 52.9% | 72.8%-19.9pp | 82.0%-29.0pp | 74.5%-21.6pp |
| Annual return | 14.92% | 16.14%-1.2pp | 0.46%+14.5pp | 16.29%-1.4pp |
| Employer contribution / active EE | $730 | $4,835-84.9% | $7,467-90.2% | $3,288-77.8% |
| Participant deferral / active EE | $5,279 | $4,207+25.5% | $5,422-2.6% | $3,885+35.9% |
| Admin fee / account holder | $4,393 | $18,110-75.7% | $16,551-73.5% | $12,263-64.2% |