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 | $78,783 | $54,541+44.4% | $78,7780% | $70,131+12.3% |
| Participation rate | 47.4% | 60.8%-13.4pp | 69.2%-21.8pp | 69.5%-22.2pp |
| Annual return | 20.70% | 21.07%-0.4pp | 35.62%-14.9pp | 73.14%-52.4pp |
| Employer contribution / active EE | $196 | $1,089-82.0% | $1,986-90.1% | $2,342-91.6% |
| Participant deferral / active EE | $2,232 | $2,210+1.0% | $2,958-24.6% | $3,332-33.0% |
| Admin fee / account holder | $2,207 | $3,709-40.5% | $5,134-57.0% | $4,645-52.5% |