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 | $45,920 | $64,480-28.8% | $81,382-43.6% | $80,856-43.2% |
| Participation rate | 54.1% | 63.9%-9.8pp | 69.5%-15.4pp | 67.6%-13.5pp |
| Annual return | 25.48% | 16.34%+9.1pp | 24.73%+0.7pp | 35.59%-10.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,150 | $3,094-30.5% | $3,883-44.6% | $4,296-49.9% |
| Admin fee / account holder | $8,580 | $5,671+51.3% | $5,768+48.7% | $6,918+24.0% |