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 | $75,835 | $85,022-10.8% | $70,515+7.5% | $139,434-45.6% |
| Participation rate | 38.1% | 73.9%-35.8pp | 68.3%-30.3pp | 80.3%-42.2pp |
| Annual return | 16.50% | 30.38%-13.9pp | 32.77%-16.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $392 | $3,909-90.0% | $2,973-86.8% | $4,751-91.8% |
| Participant deferral / active EE | $1,366 | $5,890-76.8% | $4,567-70.1% | $6,710-79.6% |
| Admin fee / account holder | $320 | $8,906-96.4% | $6,412-95.0% | $11,403-97.2% |