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 | $89,707 | $95,803-6.4% | $113,168-20.7% | $84,808+5.8% |
| Participation rate | 51.6% | 72.9%-21.2pp | 76.6%-24.9pp | 68.3%-16.7pp |
| Annual return | 13.37% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $368 | $2,360-84.4% | $2,975-87.6% | $2,631-86.0% |
| Participant deferral / active EE | $2,860 | $4,242-32.6% | $5,107-44.0% | $4,212-32.1% |
| Admin fee / account holder | $17,356 | $8,989+93.1% | $12,068+43.8% | $7,344+136.3% |