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 | $105,382 | $104,664+0.7% | $85,682+23.0% | $167,490-37.1% |
| Participation rate | 31.8% | 76.4%-44.5pp | 69.9%-38.0pp | 82.1%-50.3pp |
| Annual return | 9.10% | 21.45%-12.3pp | 21.49%-12.4pp | 478.56%-469.5pp |
| Employer contribution / active EE | $176 | $3,337-94.7% | $2,618-93.3% | $4,837-96.4% |
| Participant deferral / active EE | $1,904 | $4,824-60.5% | $3,923-51.5% | $6,341-70.0% |
| Admin fee / account holder | $10,971 | $10,032+9.4% | $6,873+59.6% | $12,309-10.9% |