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 | $72,208 | $71,050+1.6% | $93,606-22.9% | $80,856-10.7% |
| Participation rate | 62.3% | 60.4%+1.9pp | 68.7%-6.5pp | 67.6%-5.4pp |
| Annual return | 11.04% | 11.26%-0.2pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $134 | $1,564-91.4% | $2,420-94.4% | $2,755-95.1% |
| Participant deferral / active EE | $2,687 | $4,034-33.4% | $4,411-39.1% | $4,296-37.5% |
| Admin fee / account holder | $3,869 | $6,945-44.3% | $8,285-53.3% | $6,918-44.1% |