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 | $102,688 | $83,477+23.0% | $125,175-18.0% | $72,985+40.7% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.4pp | 69.5%-11.2pp |
| Annual return | 21.81% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $7 | $2,345-99.7% | $3,865-99.8% | $2,440-99.7% |
| Participant deferral / active EE | $3,196 | $3,585-10.8% | $4,937-35.3% | $3,607-11.4% |
| Admin fee / account holder | $10,021 | $5,517+81.6% | $9,702+3.3% | $5,124+95.5% |