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 | $91,207 | $127,065-28.2% | $113,168-19.4% | $142,382-35.9% |
| Participation rate | 20.8% | 79.2%-58.4pp | 76.6%-55.7pp | 80.1%-59.3pp |
| Annual return | 16.84% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $793 | $3,442-77.0% | $2,975-73.3% | $4,299-81.6% |
| Participant deferral / active EE | $2,020 | $5,716-64.7% | $5,107-60.4% | $6,507-69.0% |
| Admin fee / account holder | $8,811 | $15,736-44.0% | $12,068-27.0% | $12,624-30.2% |