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 | $78,678 | $56,277+39.8% | $80,975-2.8% | $62,891+25.1% |
| Participation rate | 58.6% | 69.0%-10.3pp | 75.8%-17.2pp | 69.3%-10.7pp |
| Annual return | 9.23% | 22.12%-12.9pp | 17.10%-7.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $131 | $1,943-93.3% | $3,714-96.5% | $2,281-94.3% |
| Participant deferral / active EE | $2,140 | $4,195-49.0% | $5,696-62.4% | $3,203-33.2% |
| Admin fee / account holder | $3,244 | $3,741-13.3% | $5,516-41.2% | $4,296-24.5% |