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 | $93,642 | $84,556+10.7% | $116,228-19.4% | $74,304+26.0% |
| Participation rate | 42.9% | 66.0%-23.1pp | 74.6%-31.6pp | 60.3%-17.4pp |
| Annual return | 15.65% | 18.35%-2.7pp | 90.06%-74.4pp | 29.43%-13.8pp |
| Employer contribution / active EE | $358 | $2,168-83.5% | $2,994-88.1% | $2,241-84.0% |
| Participant deferral / active EE | $3,179 | $3,814-16.7% | $4,953-35.8% | $3,767-15.6% |
| Admin fee / account holder | $17,654 | $3,792+365.6% | $11,989+47.2% | $2,969+494.6% |