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 | $90,103 | $109,413-17.6% | $156,263-42.3% | $84,808+6.2% |
| Participation rate | 57.1% | 72.7%-15.5pp | 78.9%-21.8pp | 68.3%-11.2pp |
| Annual return | 17.22% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $387 | $2,907-86.7% | $4,333-91.1% | $2,631-85.3% |
| Participant deferral / active EE | $3,494 | $4,590-23.9% | $6,158-43.3% | $4,212-17.0% |
| Admin fee / account holder | $4,937 | $9,357-47.2% | $14,255-65.4% | $7,344-32.8% |