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 | $92,365 | $81,460+13.4% | $103,333-10.6% | $80,856+14.2% |
| Participation rate | 48.4% | 66.8%-18.4pp | 74.5%-26.1pp | 67.6%-19.2pp |
| Annual return | 15.68% | 25.55%-9.9pp | 24.88%-9.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $401 | $3,105-87.1% | $3,868-89.6% | $2,755-85.4% |
| Participant deferral / active EE | $2,270 | $3,869-41.3% | $5,057-55.1% | $4,296-47.2% |
| Admin fee / account holder | $2,741 | $6,566-58.3% | $8,355-67.2% | $6,918-60.4% |