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 | $77,444 | $66,098+17.2% | $101,794-23.9% | $74,304+4.2% |
| Participation rate | 40.2% | 53.8%-13.6pp | 69.2%-29.0pp | 60.3%-20.2pp |
| Annual return | 13.67% | 19.59%-5.9pp | 30.53%-16.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $173 | $1,082-84.0% | $2,289-92.4% | $2,241-92.3% |
| Participant deferral / active EE | $2,247 | $2,781-19.2% | $4,084-45.0% | $3,767-40.3% |
| Admin fee / account holder | $4,917 | $4,146+18.6% | $8,777-44.0% | $2,969+65.6% |