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 | $88,128 | $86,929+1.4% | $102,423-14.0% | $80,856+9.0% |
| Participation rate | 22.7% | 72.4%-49.6pp | 76.5%-53.8pp | 67.6%-44.9pp |
| Annual return | 14.15% | 18.88%-4.7pp | 29.32%-15.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $665 | $2,369-71.9% | $3,023-78.0% | $2,755-75.9% |
| Participant deferral / active EE | $2,081 | $4,118-49.5% | $5,053-58.8% | $4,296-51.6% |
| Admin fee / account holder | $25,861 | $8,049+221.3% | $9,451+173.6% | $6,918+273.8% |