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 | $84,069 | $57,828+45.4% | $117,039-28.2% | $70,131+19.9% |
| Participation rate | 44.3% | 67.1%-22.8pp | 77.2%-32.9pp | 69.5%-25.2pp |
| Annual return | 14.42% | 17.55%-3.1pp | 18.95%-4.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $286 | $1,816-84.3% | $3,785-92.4% | $2,342-87.8% |
| Participant deferral / active EE | $1,539 | $2,438-36.9% | $3,929-60.8% | $3,332-53.8% |
| Admin fee / account holder | $11,378 | $3,548+220.7% | $5,974+90.5% | $4,645+144.9% |