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 | $132,243 | $148,978-11.2% | $200,582-34.1% | $84,808+55.9% |
| Participation rate | 68.3% | 84.2%-15.9pp | 86.9%-18.6pp | 68.3%0pp |
| Annual return | 17.87% | 28.16%-10.3pp | 42.33%-24.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,547 | $4,815-67.9% | $6,419-75.9% | $2,631-41.2% |
| Participant deferral / active EE | $5,104 | $7,142-28.5% | $9,331-45.3% | $4,212+21.2% |
| Admin fee / account holder | $48,457 | $13,977+246.7% | $16,305+197.2% | $7,344+559.8% |