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 | $69,004 | $73,933-6.7% | $96,683-28.6% | $75,163-8.2% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 17.47% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $400 | $2,928-86.3% | $3,737-89.3% | $2,670-85.0% |
| Participant deferral / active EE | $4,292 | $3,659+17.3% | $4,878-12.0% | $4,125+4.0% |
| Admin fee / account holder | $1,159 | $5,216-77.8% | $6,730-82.8% | $5,651-79.5% |