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 | $107,196 | $148,978-28.0% | $200,582-46.6% | $84,808+26.4% |
| Participation rate | 67.4% | 84.2%-16.8pp | 86.9%-19.4pp | 68.3%-0.9pp |
| Annual return | 13.79% | 28.16%-14.4pp | 42.33%-28.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,374 | $4,815-71.5% | $6,419-78.6% | $2,631-47.8% |
| Participant deferral / active EE | $4,592 | $7,142-35.7% | $9,331-50.8% | $4,212+9.0% |
| Admin fee / account holder | $11,042 | $13,977-21.0% | $16,305-32.3% | $7,344+50.4% |