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 | $79,211 | $81,460-2.8% | $103,333-23.3% | $80,856-2.0% |
| Participation rate | 52.6% | 66.8%-14.2pp | 74.5%-21.9pp | 67.6%-15.0pp |
| Annual return | 11.64% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $144 | $3,105-95.4% | $3,868-96.3% | $2,755-94.8% |
| Participant deferral / active EE | $4,495 | $3,869+16.2% | $5,057-11.1% | $4,296+4.6% |
| Admin fee / account holder | $24,502 | $6,566+273.1% | $8,355+193.3% | $6,918+254.2% |