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 | $114,489 | $81,248+40.9% | $155,509-26.4% | $80,856+41.6% |
| Participation rate | 66.0% | 66.2%-0.2pp | 78.2%-12.1pp | 67.6%-1.6pp |
| Annual return | 17.38% | 33.31%-15.9pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $356 | $3,100-88.5% | $4,672-92.4% | $2,755-87.1% |
| Participant deferral / active EE | $7,119 | $3,452+106.3% | $5,626+26.5% | $4,296+65.7% |
| Admin fee / account holder | $2,435 | $7,997-69.6% | $15,912-84.7% | $6,918-64.8% |