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 | $75,755 | $61,660+22.9% | $80,019-5.3% | $64,186+18.0% |
| Participation rate | 69.8% | 71.7%-1.9pp | 75.8%-6.1pp | 69.6%+0.2pp |
| Annual return | -4.84% | -0.33%-4.5pp | 11.22%-16.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $299 | $1,810-83.5% | $2,468-87.9% | $2,381-87.5% |
| Participant deferral / active EE | $2,380 | $2,968-19.8% | $3,686-35.4% | $3,470-31.4% |
| Admin fee / account holder | $408 | $5,417-92.5% | $6,521-93.7% | $4,888-91.6% |