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 | $101,370 | $95,803+5.8% | $113,168-10.4% | $84,808+19.5% |
| Participation rate | 48.8% | 72.9%-24.1pp | 76.6%-27.8pp | 68.3%-19.5pp |
| Annual return | 17.56% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $688 | $2,360-70.8% | $2,975-76.9% | $2,631-73.8% |
| Participant deferral / active EE | $2,038 | $4,242-52.0% | $5,107-60.1% | $4,212-51.6% |
| Admin fee / account holder | $2,443 | $8,989-72.8% | $12,068-79.8% | $7,344-66.7% |