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 | $99,753 | $95,803+4.1% | $113,168-11.9% | $84,808+17.6% |
| Participation rate | 69.2% | 72.9%-3.6pp | 76.6%-7.3pp | 68.3%+0.9pp |
| Annual return | 16.45% | 25.00%-8.6pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $666 | $2,360-71.8% | $2,975-77.6% | $2,631-74.7% |
| Participant deferral / active EE | $4,037 | $4,242-4.8% | $5,107-20.9% | $4,212-4.1% |
| Admin fee / account holder | $5,383 | $8,989-40.1% | $12,068-55.4% | $7,344-26.7% |