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 | $113,113 | $78,926+43.3% | $136,749-17.3% | $84,808+33.4% |
| Participation rate | 61.4% | 62.2%-0.8pp | 72.1%-10.8pp | 68.3%-6.9pp |
| Annual return | 13.07% | 18.17%-5.1pp | 24.33%-11.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $191 | $2,134-91.1% | $3,400-94.4% | $2,631-92.8% |
| Participant deferral / active EE | $2,633 | $3,168-16.9% | $4,692-43.9% | $4,212-37.5% |
| Admin fee / account holder | $25,027 | $6,369+292.9% | $11,386+119.8% | $7,344+240.8% |