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 | $66,231 | $66,098+0.2% | $101,794-34.9% | $74,304-10.9% |
| Participation rate | 29.4% | 53.8%-24.4pp | 69.2%-39.8pp | 60.3%-31.0pp |
| Annual return | 15.64% | 19.59%-3.9pp | 30.53%-14.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $114 | $1,082-89.5% | $2,289-95.0% | $2,241-94.9% |
| Participant deferral / active EE | $1,136 | $2,781-59.2% | $4,084-72.2% | $3,767-69.8% |
| Admin fee / account holder | $1,726 | $4,146-58.4% | $8,777-80.3% | $2,969-41.8% |