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 | $64,885 | $45,035+44.1% | $62,995+3.0% | $70,131-7.5% |
| Participation rate | 64.2% | 69.5%-5.3pp | 74.8%-10.6pp | 69.5%-5.3pp |
| Annual return | 11.92% | 18.76%-6.8pp | 87.57%-75.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $318 | $2,051-84.5% | $2,759-88.5% | $2,342-86.4% |
| Participant deferral / active EE | $3,570 | $2,465+44.8% | $3,329+7.2% | $3,332+7.1% |
| Admin fee / account holder | $2,058 | $2,834-27.4% | $3,600-42.8% | $4,645-55.7% |