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 | $97,930 | $74,927+30.7% | $101,794-3.8% | $84,808+15.5% |
| Participation rate | 55.9% | 61.4%-5.5pp | 69.2%-13.3pp | 68.3%-12.4pp |
| Annual return | 16.67% | 18.70%-2.0pp | 30.53%-13.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $335 | $1,522-78.0% | $2,289-85.4% | $2,631-87.3% |
| Participant deferral / active EE | $2,407 | $3,099-22.3% | $4,084-41.1% | $4,212-42.9% |
| Admin fee / account holder | $3,630 | $6,514-44.3% | $8,777-58.6% | $7,344-50.6% |