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 | $66,464 | $56,897+16.8% | $84,750-21.6% | $62,891+5.7% |
| Participation rate | 60.5% | 68.5%-8.1pp | 76.6%-16.1pp | 69.3%-8.8pp |
| Annual return | 10.25% | 6.30%+3.9pp | 22.78%-12.5pp | 20.14%-9.9pp |
| Employer contribution / active EE | $390 | $2,400-83.8% | $3,574-89.1% | $2,281-82.9% |
| Participant deferral / active EE | $3,391 | $2,709+25.2% | $3,712-8.6% | $3,203+5.9% |
| Admin fee / account holder | $4,490 | $3,581+25.4% | $5,332-15.8% | $4,296+4.5% |