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 | $80,382 | $56,897+41.3% | $84,750-5.2% | $62,891+27.8% |
| Participation rate | 39.4% | 68.5%-29.1pp | 76.6%-37.2pp | 69.3%-29.9pp |
| Annual return | 6.18% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,325 | $2,709-51.1% | $3,712-64.3% | $3,203-58.6% |
| Admin fee / account holder | $2,108 | $3,581-41.1% | $5,332-60.5% | $4,296-50.9% |