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 | $108,726 | $64,324+69.0% | $118,925-8.6% | $79,858+36.1% |
| Participation rate | 42.7% | 64.9%-22.2pp | 75.4%-32.7pp | 69.6%-26.9pp |
| Annual return | 13.08% | 86.45%-73.4pp | 35.88%-22.8pp | 31.71%-18.6pp |
| Employer contribution / active EE | $371 | $1,836-79.8% | $3,263-88.6% | $2,471-85.0% |
| Participant deferral / active EE | $1,959 | $2,824-30.6% | $4,265-54.1% | $3,740-47.6% |
| Admin fee / account holder | $4,271 | $4,040+5.7% | $6,581-35.1% | $5,306-19.5% |