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 | $82,969 | $67,606+22.7% | $82,313+0.8% | $70,131+18.3% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 21.53% | 21.57%0pp | 25.88%-4.3pp | 73.14%-51.6pp |
| Employer contribution / active EE | $312 | $1,755-82.2% | $2,428-87.2% | $2,342-86.7% |
| Participant deferral / active EE | $2,222 | $2,987-25.6% | $3,706-40.0% | $3,332-33.3% |
| Admin fee / account holder | $5,735 | $4,512+27.1% | $5,608+2.3% | $4,645+23.5% |