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 | $128,840 | $117,983+9.2% | $101,794+26.6% | $142,382-9.5% |
| Participation rate | 41.2% | 74.2%-33.0pp | 69.2%-28.0pp | 80.1%-38.9pp |
| Annual return | 12.09% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $318 | $2,773-88.5% | $2,289-86.1% | $4,299-92.6% |
| Participant deferral / active EE | $4,828 | $4,714+2.4% | $4,084+18.2% | $6,507-25.8% |
| Admin fee / account holder | $70,558 | $10,433+576.3% | $8,777+703.9% | $12,624+458.9% |