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 | $97,783 | $72,277+35.3% | $101,248-3.4% | $79,858+22.4% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | 11.98% | 22.30%-10.3pp | 46.47%-34.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $577 | $2,692-78.5% | $3,660-84.2% | $2,471-76.6% |
| Participant deferral / active EE | $3,275 | $3,282-0.2% | $4,370-25.1% | $3,740-12.4% |
| Admin fee / account holder | $910 | $4,400-79.3% | $5,945-84.7% | $5,306-82.9% |