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 | $72,439 | $55,371+30.8% | $95,585-24.2% | $74,304-2.5% |
| Participation rate | 18.5% | 53.8%-35.3pp | 72.1%-53.6pp | 60.3%-41.8pp |
| Annual return | 17.12% | 24.26%-7.1pp | 38.56%-21.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $299 | $1,437-79.2% | $2,527-88.2% | $2,241-86.7% |
| Participant deferral / active EE | $892 | $2,955-69.8% | $4,023-77.8% | $3,767-76.3% |
| Admin fee / account holder | $2,405 | $2,620-8.2% | $6,127-60.7% | $2,969-19.0% |