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 | $61,797 | $96,484-36.0% | $156,263-60.5% | $74,304-16.8% |
| Participation rate | 64.9% | 67.7%-2.8pp | 78.9%-14.0pp | 60.3%+4.5pp |
| Annual return | 16.14% | 17.73%-1.6pp | 59.47%-43.3pp | 29.43%-13.3pp |
| Employer contribution / active EE | $448 | $2,528-82.3% | $4,333-89.7% | $2,241-80.0% |
| Participant deferral / active EE | $4,789 | $4,286+11.7% | $6,158-22.2% | $3,767+27.1% |
| Admin fee / account holder | $3,584 | $3,728-3.9% | $14,255-74.9% | $2,969+20.7% |