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 | $45,033 | $67,606-33.4% | $82,313-45.3% | $70,131-35.8% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 15.84% | 21.57%-5.7pp | 25.88%-10.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $229 | $1,755-86.9% | $2,428-90.6% | $2,342-90.2% |
| Participant deferral / active EE | $1,754 | $2,987-41.3% | $3,706-52.7% | $3,332-47.4% |
| Admin fee / account holder | $8,011 | $4,512+77.5% | $5,608+42.9% | $4,645+72.5% |