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 | $80,760 | $72,012+12.1% | $185,823-56.5% | $79,858+1.1% |
| Participation rate | 47.3% | 65.8%-18.5pp | 78.0%-30.8pp | 69.6%-22.4pp |
| Annual return | 14.61% | 23.12%-8.5pp | 35.95%-21.3pp | 31.71%-17.1pp |
| Employer contribution / active EE | $309 | $1,965-84.3% | $4,087-92.4% | $2,471-87.5% |
| Participant deferral / active EE | $1,468 | $3,779-61.2% | $5,632-73.9% | $3,740-60.8% |
| Admin fee / account holder | $3,208 | $4,513-28.9% | $9,500-66.2% | $5,306-39.5% |