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 | $72,840 | $86,929-16.2% | $102,423-28.9% | $80,856-9.9% |
| Participation rate | 57.3% | 72.4%-15.1pp | 76.5%-19.2pp | 67.6%-10.3pp |
| Annual return | 11.50% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $495 | $2,369-79.1% | $3,023-83.6% | $2,755-82.0% |
| Participant deferral / active EE | $2,396 | $4,118-41.8% | $5,053-52.6% | $4,296-44.2% |
| Admin fee / account holder | $5,249 | $8,049-34.8% | $9,451-44.5% | $6,918-24.1% |