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 | $73,629 | $57,016+29.1% | $84,966-13.3% | $80,856-8.9% |
| Participation rate | 44.7% | 56.3%-11.7pp | 67.5%-22.8pp | 67.6%-23.0pp |
| Annual return | 10.65% | 21.66%-11.0pp | 66.38%-55.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $259 | $1,798-85.6% | $2,727-90.5% | $2,755-90.6% |
| Participant deferral / active EE | $1,749 | $3,110-43.7% | $4,519-61.3% | $4,296-59.3% |
| Admin fee / account holder | $6,443 | $4,980+29.4% | $6,149+4.8% | $6,918-6.9% |