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 | $78,073 | $66,098+18.1% | $101,794-23.3% | $74,304+5.1% |
| Participation rate | 31.4% | 53.8%-22.4pp | 69.2%-37.8pp | 60.3%-29.0pp |
| Annual return | 17.72% | 19.59%-1.9pp | 30.53%-12.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $104 | $1,082-90.3% | $2,289-95.4% | $2,241-95.3% |
| Participant deferral / active EE | $1,748 | $2,781-37.1% | $4,084-57.2% | $3,767-53.6% |
| Admin fee / account holder | $11,705 | $4,146+182.3% | $8,777+33.4% | $2,969+294.3% |