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 | $60,651 | $76,367-20.6% | $93,606-35.2% | $72,985-16.9% |
| Participation rate | 66.7% | 71.7%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 29.76% | 25.82%+3.9pp | 32.76%-3.0pp | 81.00%-51.2pp |
| Employer contribution / active EE | $176 | $2,275-92.3% | $2,718-93.5% | $2,440-92.8% |
| Participant deferral / active EE | $3,444 | $3,538-2.7% | $4,069-15.4% | $3,607-4.5% |
| Admin fee / account holder | $6,861 | $6,838+0.3% | $7,888-13.0% | $5,124+33.9% |