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 | $80,765 | $80,968-0.3% | $96,544-16.3% | $75,163+7.5% |
| Participation rate | 67.6% | 71.8%-4.2pp | 76.0%-8.4pp | 67.2%+0.4pp |
| Annual return | 15.46% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $336 | $2,282-85.3% | $2,965-88.7% | $2,670-87.4% |
| Participant deferral / active EE | $3,108 | $3,928-20.9% | $4,851-35.9% | $4,125-24.7% |
| Admin fee / account holder | $6,618 | $6,724-1.6% | $8,252-19.8% | $5,651+17.1% |