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 | $90,927 | $89,753+1.3% | $107,525-15.4% | $84,808+7.2% |
| Participation rate | 60.4% | 68.1%-7.7pp | 75.1%-14.7pp | 68.3%-7.9pp |
| Annual return | 14.62% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $422 | $3,113-86.5% | $3,754-88.8% | $2,631-84.0% |
| Participant deferral / active EE | $3,000 | $4,056-26.0% | $5,116-41.4% | $4,212-28.8% |
| Admin fee / account holder | $1,589 | $7,222-78.0% | $8,919-82.2% | $7,344-78.4% |