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 | $71,494 | $65,365+9.4% | $92,893-23.0% | $72,985-2.0% |
| Participation rate | 45.7% | 68.3%-22.7pp | 76.0%-30.4pp | 69.5%-23.8pp |
| Annual return | 17.35% | 42.10%-24.8pp | 109.41%-92.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $278 | $2,594-89.3% | $3,653-92.4% | $2,440-88.6% |
| Participant deferral / active EE | $2,202 | $3,128-29.6% | $4,236-48.0% | $3,607-39.0% |
| Admin fee / account holder | $14,047 | $4,251+230.4% | $5,794+142.4% | $5,124+174.1% |