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 | $96,547 | $148,978-35.2% | $200,582-51.9% | $84,808+13.8% |
| Participation rate | 62.5% | 84.2%-21.7pp | 86.9%-24.4pp | 68.3%-5.8pp |
| Annual return | 14.37% | 28.16%-13.8pp | 42.33%-28.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,517 | $4,815-68.5% | $6,419-76.4% | $2,631-42.3% |
| Participant deferral / active EE | $3,797 | $7,142-46.8% | $9,331-59.3% | $4,212-9.9% |
| Admin fee / account holder | $6,618 | $13,977-52.6% | $16,305-59.4% | $7,344-9.9% |