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 | $37,179 | $110,257-66.3% | $96,544-61.5% | $139,434-73.3% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.5pp | 80.3%-11.9pp |
| Annual return | 13.07% | 26.32%-13.2pp | 25.84%-12.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $369 | $3,620-89.8% | $2,965-87.6% | $4,751-92.2% |
| Participant deferral / active EE | $2,135 | $5,548-61.5% | $4,851-56.0% | $6,710-68.2% |
| Admin fee / account holder | $19,847 | $11,591+71.2% | $8,252+140.5% | $11,403+74.1% |