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 | $63,389 | $72,277-12.3% | $101,248-37.4% | $79,858-20.6% |
| Participation rate | 34.3% | 68.5%-34.2pp | 75.8%-41.5pp | 69.6%-35.3pp |
| Annual return | 12.34% | 22.30%-10.0pp | 46.47%-34.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $530 | $2,692-80.3% | $3,660-85.5% | $2,471-78.6% |
| Participant deferral / active EE | $2,201 | $3,282-32.9% | $4,370-49.6% | $3,740-41.1% |
| Admin fee / account holder | $4,510 | $4,400+2.5% | $5,945-24.1% | $5,306-15.0% |