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 | $56,920 | $54,541+4.4% | $78,778-27.7% | $70,131-18.8% |
| Participation rate | 45.0% | 60.8%-15.8pp | 69.2%-24.2pp | 69.5%-24.5pp |
| Annual return | 16.21% | 21.07%-4.9pp | 35.62%-19.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $175 | $1,089-83.9% | $1,986-91.2% | $2,342-92.5% |
| Participant deferral / active EE | $1,355 | $2,210-38.7% | $2,958-54.2% | $3,332-59.3% |
| Admin fee / account holder | $7,734 | $3,709+108.6% | $5,134+50.7% | $4,645+66.5% |