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 | $138,197 | $71,883+92.3% | $86,677+59.4% | $68,494+101.8% |
| Participation rate | 68.8% | 72.2%-3.5pp | 76.6%-7.8pp | 67.9%+0.9pp |
| Annual return | 3.29% | 3.52%-0.2pp | 35.91%-32.6pp | -7.84%+11.1pp |
| Employer contribution / active EE | $523 | $2,173-75.9% | $2,836-81.5% | $2,596-79.8% |
| Participant deferral / active EE | $3,175 | $3,779-16.0% | $4,656-31.8% | $4,027-21.2% |
| Admin fee / account holder | $2,968 | $6,112-51.4% | $7,493-60.4% | $5,403-45.1% |