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 | $92,466 | $87,870+5.2% | $113,168-18.3% | $74,304+24.4% |
| Participation rate | 54.1% | 70.7%-16.7pp | 76.6%-22.5pp | 60.3%-6.3pp |
| Annual return | 15.44% | 26.44%-11.0pp | 24.27%-8.8pp | 29.43%-14.0pp |
| Employer contribution / active EE | $585 | $2,277-74.3% | $2,975-80.3% | $2,241-73.9% |
| Participant deferral / active EE | $3,911 | $4,241-7.8% | $5,107-23.4% | $3,767+3.8% |
| Admin fee / account holder | $8,496 | $3,368+152.2% | $12,068-29.6% | $2,969+186.2% |