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 | $80,031 | $65,376+22.4% | $87,100-8.1% | $65,185+22.8% |
| Participation rate | 58.3% | 75.3%-17.1pp | 76.9%-18.6pp | 70.2%-11.9pp |
| Annual return | 22.51% | 31.27%-8.8pp | 28.19%-5.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $496 | $1,822-72.8% | $2,521-80.3% | $2,177-77.2% |
| Participant deferral / active EE | $2,726 | $3,388-19.5% | $4,049-32.7% | $3,514-22.4% |
| Admin fee / account holder | $4,879 | $520+838.7% | $7,497-34.9% | $847+476.0% |