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 | $98,535 | $72,492+35.9% | $87,100+13.1% | $72,985+35.0% |
| Participation rate | 54.3% | 72.8%-18.5pp | 76.9%-22.5pp | 69.5%-15.2pp |
| Annual return | 22.03% | 24.46%-2.4pp | 28.19%-6.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $49 | $1,894-97.4% | $2,521-98.0% | $2,440-98.0% |
| Participant deferral / active EE | $3,331 | $3,270+1.9% | $4,049-17.7% | $3,607-7.6% |
| Admin fee / account holder | $10,621 | $5,055+110.1% | $7,497+41.7% | $5,124+107.3% |