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 | $66,151 | $58,512+13.1% | $84,015-21.3% | $72,985-9.4% |
| Participation rate | 42.3% | 61.2%-18.9pp | 69.0%-26.7pp | 69.5%-27.2pp |
| Annual return | 20.97% | 28.93%-8.0pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,216 | $2,394-7.4% | $3,239-31.6% | $3,607-38.6% |
| Admin fee / account holder | $3,162 | $4,569-30.8% | $6,101-48.2% | $5,124-38.3% |