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 | $100,262 | $109,413-8.4% | $156,263-35.8% | $84,808+18.2% |
| Participation rate | 58.5% | 72.7%-14.2pp | 78.9%-20.4pp | 68.3%-9.8pp |
| Annual return | 19.20% | 20.18%-1.0pp | 59.47%-40.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $414 | $2,907-85.8% | $4,333-90.4% | $2,631-84.3% |
| Participant deferral / active EE | $4,139 | $4,590-9.8% | $6,158-32.8% | $4,212-1.7% |
| Admin fee / account holder | $6,635 | $9,357-29.1% | $14,255-53.5% | $7,344-9.7% |