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 | $78,950 | $60,892+29.7% | $82,389-4.2% | $84,808-6.9% |
| Participation rate | 46.9% | 63.3%-16.4pp | 69.5%-22.6pp | 68.3%-21.4pp |
| Annual return | 13.51% | 37.29%-23.8pp | 28.67%-15.2pp | 40.90%-27.4pp |
| Employer contribution / active EE | $25 | $1,779-98.6% | $2,517-99.0% | $2,631-99.1% |
| Participant deferral / active EE | $1,114 | $3,179-65.0% | $4,155-73.2% | $4,212-73.6% |
| Admin fee / account holder | $8,807 | $5,467+61.1% | $7,231+21.8% | $7,344+19.9% |