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 | $97,805 | $138,347-29.3% | $184,203-46.9% | $80,856+21.0% |
| Participation rate | 67.5% | 83.9%-16.4pp | 86.8%-19.3pp | 67.6%-0.2pp |
| Annual return | 15.68% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,316 | $4,850-72.9% | $6,427-79.5% | $2,755-52.2% |
| Participant deferral / active EE | $4,578 | $7,071-35.3% | $9,131-49.9% | $4,296+6.6% |
| Admin fee / account holder | $4,004 | $10,483-61.8% | $13,901-71.2% | $6,918-42.1% |