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 | $77,985 | $86,944-10.3% | $107,525-27.5% | $74,304+5.0% |
| Participation rate | 40.0% | 59.6%-19.6pp | 75.1%-35.1pp | 60.3%-20.3pp |
| Annual return | 14.36% | 23.52%-9.2pp | 181.32%-167.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $376 | $2,757-86.4% | $3,754-90.0% | $2,241-83.2% |
| Participant deferral / active EE | $2,143 | $3,554-39.7% | $5,116-58.1% | $3,767-43.1% |
| Admin fee / account holder | $4,078 | $3,727+9.4% | $8,919-54.3% | $2,969+37.4% |