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 | $96,200 | $84,556+13.8% | $116,228-17.2% | $74,304+29.5% |
| Participation rate | 51.3% | 66.0%-14.8pp | 74.6%-23.3pp | 60.3%-9.1pp |
| Annual return | 16.56% | 18.35%-1.8pp | 90.06%-73.5pp | 29.43%-12.9pp |
| Employer contribution / active EE | $521 | $2,168-76.0% | $2,994-82.6% | $2,241-76.8% |
| Participant deferral / active EE | $3,135 | $3,814-17.8% | $4,953-36.7% | $3,767-16.8% |
| Admin fee / account holder | $7,148 | $3,792+88.5% | $11,989-40.4% | $2,969+140.8% |