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 | $82,137 | $138,347-40.6% | $184,203-55.4% | $80,856+1.6% |
| Participation rate | 66.1% | 83.9%-17.8pp | 86.8%-20.7pp | 67.6%-1.6pp |
| Annual return | 18.43% | 20.02%-1.6pp | 28.81%-10.4pp | 35.59%-17.2pp |
| Employer contribution / active EE | $846 | $4,850-82.6% | $6,427-86.8% | $2,755-69.3% |
| Participant deferral / active EE | $7,574 | $7,071+7.1% | $9,131-17.1% | $4,296+76.3% |
| Admin fee / account holder | $37,380 | $10,483+256.6% | $13,901+168.9% | $6,918+440.3% |