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 | $99,320 | $73,933+34.3% | $96,683+2.7% | $75,163+32.1% |
| Participation rate | 31.9% | 66.4%-34.6pp | 74.3%-42.5pp | 67.2%-35.3pp |
| Annual return | 17.68% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $511 | $2,928-82.5% | $3,737-86.3% | $2,670-80.9% |
| Participant deferral / active EE | $2,848 | $3,659-22.2% | $4,878-41.6% | $4,125-31.0% |
| Admin fee / account holder | $5,074 | $5,216-2.7% | $6,730-24.6% | $5,651-10.2% |