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 | $118,099 | $109,413+7.9% | $156,263-24.4% | $84,808+39.3% |
| Participation rate | 61.0% | 72.7%-11.7pp | 78.9%-17.9pp | 68.3%-7.3pp |
| Annual return | 15.16% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $280 | $2,907-90.4% | $4,333-93.5% | $2,631-89.4% |
| Participant deferral / active EE | $2,674 | $4,590-41.7% | $6,158-56.6% | $4,212-36.5% |
| Admin fee / account holder | $2,369 | $9,357-74.7% | $14,255-83.4% | $7,344-67.7% |