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 | $70,087 | $65,365+7.2% | $92,893-24.6% | $72,985-4.0% |
| Participation rate | 43.3% | 68.3%-25.0pp | 76.0%-32.7pp | 69.5%-26.2pp |
| Annual return | 20.33% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $376 | $2,594-85.5% | $3,653-89.7% | $2,440-84.6% |
| Participant deferral / active EE | $2,182 | $3,128-30.2% | $4,236-48.5% | $3,607-39.5% |
| Admin fee / account holder | $665 | $4,251-84.3% | $5,794-88.5% | $5,124-87.0% |