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 | $89,069 | $87,870+1.4% | $113,168-21.3% | $74,304+19.9% |
| Participation rate | 41.6% | 70.7%-29.1pp | 76.6%-34.9pp | 60.3%-18.7pp |
| Annual return | 16.80% | 26.44%-9.6pp | 24.27%-7.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $249 | $2,277-89.0% | $2,975-91.6% | $2,241-88.9% |
| Participant deferral / active EE | $2,322 | $4,241-45.2% | $5,107-54.5% | $3,767-38.4% |
| Admin fee / account holder | $5,735 | $3,368+70.3% | $12,068-52.5% | $2,969+93.2% |