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 | $86,094 | $60,022+43.4% | $88,946-3.2% | $84,808+1.5% |
| Participation rate | 44.7% | 57.8%-13.1pp | 68.8%-24.1pp | 68.3%-23.6pp |
| Annual return | 15.77% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $112 | $1,703-93.4% | $2,555-95.6% | $2,631-95.7% |
| Participant deferral / active EE | $1,765 | $3,114-43.3% | $4,581-61.5% | $4,212-58.1% |
| Admin fee / account holder | $3,277 | $4,811-31.9% | $8,261-60.3% | $7,344-55.4% |