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 | $89,004 | $89,355-0.4% | $141,162-36.9% | $72,985+21.9% |
| Participation rate | 43.9% | 75.1%-31.3pp | 82.5%-38.6pp | 69.5%-25.6pp |
| Annual return | 20.14% | 111.85%-91.7pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $327 | $3,114-89.5% | $4,735-93.1% | $2,440-86.6% |
| Participant deferral / active EE | $3,298 | $5,418-39.1% | $6,709-50.8% | $3,607-8.6% |
| Admin fee / account holder | $3,668 | $5,958-38.4% | $10,261-64.3% | $5,124-28.4% |