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 | $101,564 | $138,347-26.6% | $184,203-44.9% | $80,856+25.6% |
| Participation rate | 57.8% | 83.9%-26.1pp | 86.8%-29.0pp | 67.6%-9.9pp |
| Annual return | 11.72% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $571 | $4,850-88.2% | $6,427-91.1% | $2,755-79.3% |
| Participant deferral / active EE | $4,869 | $7,071-31.1% | $9,131-46.7% | $4,296+13.3% |
| Admin fee / account holder | $19,831 | $10,483+89.2% | $13,901+42.7% | $6,918+186.7% |