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 | $103,741 | $109,881-5.6% | $150,045-30.9% | $84,808+22.3% |
| Participation rate | 46.7% | 76.1%-29.4pp | 82.3%-35.7pp | 68.3%-21.6pp |
| Annual return | 14.88% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $178 | $3,561-95.0% | $4,693-96.2% | $2,631-93.2% |
| Participant deferral / active EE | $4,635 | $6,636-30.2% | $7,997-42.0% | $4,212+10.1% |
| Admin fee / account holder | $1,996 | $8,568-76.7% | $13,435-85.1% | $7,344-72.8% |