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 | $92,661 | $127,065-27.1% | $113,168-18.1% | $142,382-34.9% |
| Participation rate | 55.0% | 79.2%-24.2pp | 76.6%-21.6pp | 80.1%-25.1pp |
| Annual return | 12.59% | 24.03%-11.4pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $106 | $3,442-96.9% | $2,975-96.4% | $4,299-97.5% |
| Participant deferral / active EE | $1,873 | $5,716-67.2% | $5,107-63.3% | $6,507-71.2% |
| Admin fee / account holder | $13,136 | $15,736-16.5% | $12,068+8.9% | $12,624+4.1% |