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 8-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 | $69,751 | $58,512+19.2% | $84,015-17.0% | $72,985-4.4% |
| Participation rate | 30.8% | 61.2%-30.5pp | 69.0%-38.2pp | 69.5%-38.7pp |
| Annual return | 18.54% | 28.93%-10.4pp | 71.31%-52.8pp | 81.00%-62.5pp |
| Employer contribution / active EE | $207 | $1,163-82.2% | $1,983-89.6% | $2,440-91.5% |
| Participant deferral / active EE | $1,139 | $2,394-52.4% | $3,239-64.8% | $3,607-68.4% |
| Admin fee / account holder | $8,883 | $4,569+94.4% | $6,101+45.6% | $5,124+73.4% |