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 | $93,343 | $66,098+41.2% | $101,794-8.3% | $74,304+25.6% |
| Participation rate | 45.8% | 53.8%-8.0pp | 69.2%-23.4pp | 60.3%-14.6pp |
| Annual return | 14.44% | 19.59%-5.1pp | 30.53%-16.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $99 | $1,082-90.8% | $2,289-95.7% | $2,241-95.6% |
| Participant deferral / active EE | $2,830 | $2,781+1.8% | $4,084-30.7% | $3,767-24.9% |
| Admin fee / account holder | $4,301 | $4,146+3.7% | $8,777-51.0% | $2,969+44.9% |