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 | $88,135 | $76,050+15.9% | $96,544-8.7% | $71,457+23.3% |
| Participation rate | 58.7% | 74.4%-15.7pp | 76.0%-17.3pp | 67.9%-9.2pp |
| Annual return | 18.99% | 22.81%-3.8pp | 25.84%-6.9pp | 28.85%-9.9pp |
| Employer contribution / active EE | $415 | $2,244-81.5% | $2,965-86.0% | $2,588-84.0% |
| Participant deferral / active EE | $3,411 | $4,215-19.1% | $4,851-29.7% | $4,289-20.5% |
| Admin fee / account holder | $4,655 | $2,707+72.0% | $8,252-43.6% | $1,587+193.3% |