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 9-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 | $74,298 | $71,050+4.6% | $93,606-20.6% | $80,856-8.1% |
| Participation rate | 69.1% | 60.4%+8.7pp | 68.7%+0.4pp | 67.6%+1.5pp |
| Annual return | 10.92% | 11.26%-0.3pp | 133.20%-122.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $291 | $1,564-81.4% | $2,420-88.0% | $2,755-89.4% |
| Participant deferral / active EE | $2,402 | $4,034-40.5% | $4,411-45.6% | $4,296-44.1% |
| Admin fee / account holder | $5,723 | $6,945-17.6% | $8,285-30.9% | $6,918-17.3% |