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 | $79,017 | $81,248-2.7% | $155,509-49.2% | $80,856-2.3% |
| Participation rate | 59.3% | 66.2%-6.9pp | 78.2%-18.9pp | 67.6%-8.3pp |
| Annual return | 21.41% | 33.31%-11.9pp | 64.67%-43.3pp | 35.59%-14.2pp |
| Employer contribution / active EE | $372 | $3,100-88.0% | $4,672-92.0% | $2,755-86.5% |
| Participant deferral / active EE | $1,710 | $3,452-50.5% | $5,626-69.6% | $4,296-60.2% |
| Admin fee / account holder | $2,268 | $7,997-71.6% | $15,912-85.7% | $6,918-67.2% |