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 | $33,742 | $68,914-51.0% | $136,749-75.3% | $74,304-54.6% |
| Participation rate | 55.0% | 51.3%+3.7pp | 72.1%-17.1pp | 60.3%-5.3pp |
| Annual return | 15.58% | 16.34%-0.8pp | 24.33%-8.7pp | 29.43%-13.9pp |
| Employer contribution / active EE | $261 | $1,561-83.3% | $3,400-92.3% | $2,241-88.4% |
| Participant deferral / active EE | $1,947 | $2,541-23.4% | $4,692-58.5% | $3,767-48.3% |
| Admin fee / account holder | $3,009 | $3,149-4.4% | $11,386-73.6% | $2,969+1.4% |