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 | $104,216 | $71,050+46.7% | $93,606+11.3% | $80,856+28.9% |
| Participation rate | 41.7% | 60.4%-18.7pp | 68.7%-27.1pp | 67.6%-26.0pp |
| Annual return | 10.20% | 11.26%-1.1pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $288 | $1,564-81.6% | $2,420-88.1% | $2,755-89.5% |
| Participant deferral / active EE | $2,133 | $4,034-47.1% | $4,411-51.7% | $4,296-50.4% |
| Admin fee / account holder | $6,520 | $6,945-6.1% | $8,285-21.3% | $6,918-5.8% |