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 | $98,625 | $86,286+14.3% | $111,297-11.4% | $85,850+14.9% |
| Participation rate | 61.3% | 73.3%-12.0pp | 77.3%-16.0pp | 69.3%-8.0pp |
| Annual return | 14.54% | 19.99%-5.4pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $272 | $2,043-86.7% | $2,731-90.0% | $2,565-89.4% |
| Participant deferral / active EE | $2,910 | $3,641-20.1% | $4,487-35.2% | $3,952-26.4% |
| Admin fee / account holder | $3,562 | $8,188-56.5% | $7,964-55.3% | $6,260-43.1% |