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 | $112,470 | $125,758-10.6% | $169,993-33.8% | $75,163+49.6% |
| Participation rate | 36.1% | 83.6%-47.5pp | 87.0%-50.9pp | 67.2%-31.1pp |
| Annual return | 21.37% | 27.20%-5.8pp | 53.37%-32.0pp | 160.62%-139.3pp |
| Employer contribution / active EE | $822 | $4,615-82.2% | $6,785-87.9% | $2,670-69.2% |
| Participant deferral / active EE | $3,751 | $6,837-45.1% | $10,408-64.0% | $4,125-9.1% |
| Admin fee / account holder | $2,511 | $8,173-69.3% | $12,815-80.4% | $5,651-55.6% |