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 3-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 | $91,835 | $74,927+22.6% | $101,794-9.8% | $84,808+8.3% |
| Participation rate | 35.8% | 61.4%-25.6pp | 69.2%-33.4pp | 68.3%-32.5pp |
| Annual return | 13.92% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $330 | $1,522-78.3% | $2,289-85.6% | $2,631-87.4% |
| Participant deferral / active EE | $1,822 | $3,099-41.2% | $4,084-55.4% | $4,212-56.7% |
| Admin fee / account holder | $3,610 | $6,514-44.6% | $8,777-58.9% | $7,344-50.8% |