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 | $89,765 | $87,841+2.2% | $133,980-33.0% | $62,891+42.7% |
| Participation rate | 60.6% | 83.4%-22.7pp | 87.1%-26.4pp | 69.3%-8.7pp |
| Annual return | 6.72% | 12.05%-5.3pp | 29.30%-22.6pp | 20.14%-13.4pp |
| Employer contribution / active EE | $798 | $3,483-77.1% | $5,211-84.7% | $2,281-65.0% |
| Participant deferral / active EE | $4,355 | $4,812-9.5% | $6,282-30.7% | $3,203+36.0% |
| Admin fee / account holder | $8,145 | $5,371+51.6% | $9,324-12.6% | $4,296+89.6% |