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 | $75,248 | $84,556-11.0% | $116,228-35.3% | $74,304+1.3% |
| Participation rate | 38.5% | 66.0%-27.5pp | 74.6%-36.0pp | 60.3%-21.8pp |
| Annual return | 17.37% | 18.35%-1.0pp | 90.06%-72.7pp | 29.43%-12.1pp |
| Employer contribution / active EE | $330 | $2,168-84.8% | $2,994-89.0% | $2,241-85.3% |
| Participant deferral / active EE | $1,897 | $3,814-50.3% | $4,953-61.7% | $3,767-49.6% |
| Admin fee / account holder | $5,566 | $3,792+46.8% | $11,989-53.6% | $2,969+87.5% |