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 | $93,995 | $65,395+43.7% | $182,532-48.5% | $72,985+28.8% |
| Participation rate | 58.0% | 65.4%-7.4pp | 78.0%-20.0pp | 69.5%-11.5pp |
| Annual return | 27.30% | 27.68%-0.4pp | 148.54%-121.2pp | 81.00%-53.7pp |
| Employer contribution / active EE | $151 | $1,911-92.1% | $4,076-96.3% | $2,440-93.8% |
| Participant deferral / active EE | $3,081 | $3,563-13.5% | $5,524-44.2% | $3,607-14.6% |
| Admin fee / account holder | $2,575 | $4,245-39.3% | $8,592-70.0% | $5,124-49.7% |