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 | $80,594 | $89,753-10.2% | $107,525-25.0% | $84,808-5.0% |
| Participation rate | 37.5% | 68.1%-30.6pp | 75.1%-37.6pp | 68.3%-30.8pp |
| Annual return | 17.74% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $815 | $3,113-73.8% | $3,754-78.3% | $2,631-69.0% |
| Participant deferral / active EE | $4,508 | $4,056+11.1% | $5,116-11.9% | $4,212+7.0% |
| Admin fee / account holder | $19,516 | $7,222+170.2% | $8,919+118.8% | $7,344+165.7% |