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 | $68,308 | $53,777+27.0% | $134,143-49.1% | $79,858-14.5% |
| Participation rate | 31.1% | 58.8%-27.7pp | 72.2%-41.1pp | 69.6%-38.5pp |
| Annual return | 18.86% | 19.01%-0.1pp | 36.33%-17.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $193 | $1,321-85.4% | $3,704-94.8% | $2,471-92.2% |
| Participant deferral / active EE | $1,633 | $2,420-32.5% | $3,499-53.3% | $3,740-56.3% |
| Admin fee / account holder | $2,356 | $3,984-40.9% | $6,684-64.8% | $5,306-55.6% |