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 7-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 | $92,469 | $80,717+14.6% | $154,803-40.3% | $84,808+9.0% |
| Participation rate | 43.1% | 66.8%-23.8pp | 78.1%-35.0pp | 68.3%-25.3pp |
| Annual return | 14.77% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $304 | $2,761-89.0% | $4,305-92.9% | $2,631-88.5% |
| Participant deferral / active EE | $4,275 | $3,303+29.4% | $5,540-22.8% | $4,212+1.5% |
| Admin fee / account holder | $2,523 | $6,746-62.6% | $14,329-82.4% | $7,344-65.6% |