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 | $87,084 | $87,870-0.9% | $113,168-23.0% | $74,304+17.2% |
| Participation rate | 48.9% | 70.7%-21.8pp | 76.6%-27.7pp | 60.3%-11.4pp |
| Annual return | 14.78% | 26.44%-11.7pp | 24.27%-9.5pp | 29.43%-14.7pp |
| Employer contribution / active EE | $334 | $2,277-85.3% | $2,975-88.8% | $2,241-85.1% |
| Participant deferral / active EE | $2,226 | $4,241-47.5% | $5,107-56.4% | $3,767-40.9% |
| Admin fee / account holder | $2,127 | $3,368-36.8% | $12,068-82.4% | $2,969-28.4% |