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 | $67,819 | $79,944-15.2% | $98,439-31.1% | $75,163-9.8% |
| Participation rate | 68.8% | 70.4%-1.6pp | 75.2%-6.4pp | 67.2%+1.6pp |
| Annual return | 13.32% | 19.75%-6.4pp | 21.16%-7.8pp | 160.62%-147.3pp |
| Employer contribution / active EE | $543 | $2,264-76.0% | $3,048-82.2% | $2,670-79.7% |
| Participant deferral / active EE | $2,898 | $3,752-22.8% | $4,738-38.8% | $4,125-29.7% |
| Admin fee / account holder | $12,149 | $6,840+77.6% | $8,948+35.8% | $5,651+115.0% |