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 | $84,152 | $87,870-4.2% | $113,168-25.6% | $74,304+13.3% |
| Participation rate | 56.6% | 70.7%-14.2pp | 76.6%-20.0pp | 60.3%-3.8pp |
| Annual return | 19.47% | 26.44%-7.0pp | 24.27%-4.8pp | 29.43%-10.0pp |
| Employer contribution / active EE | $353 | $2,277-84.5% | $2,975-88.1% | $2,241-84.2% |
| Participant deferral / active EE | $2,739 | $4,241-35.4% | $5,107-46.4% | $3,767-27.3% |
| Admin fee / account holder | $10,588 | $3,368+214.4% | $12,068-12.3% | $2,969+256.6% |