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 | $100,405 | $109,413-8.2% | $156,263-35.7% | $84,808+18.4% |
| Participation rate | 53.8% | 72.7%-18.8pp | 78.9%-25.1pp | 68.3%-14.5pp |
| Annual return | 17.67% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $618 | $2,907-78.7% | $4,333-85.7% | $2,631-76.5% |
| Participant deferral / active EE | $2,473 | $4,590-46.1% | $6,158-59.8% | $4,212-41.3% |
| Admin fee / account holder | $3,776 | $9,357-59.6% | $14,255-73.5% | $7,344-48.6% |