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 | $58,064 | $53,777+8.0% | $134,143-56.7% | $79,858-27.3% |
| Participation rate | 15.6% | 58.8%-43.2pp | 72.2%-56.6pp | 69.6%-54.1pp |
| Annual return | 11.21% | 19.01%-7.8pp | 36.33%-25.1pp | 31.71%-20.5pp |
| Employer contribution / active EE | $83 | $1,321-93.7% | $3,704-97.8% | $2,471-96.6% |
| Participant deferral / active EE | $1,166 | $2,420-51.8% | $3,499-66.7% | $3,740-68.8% |
| Admin fee / account holder | $764 | $3,984-80.8% | $6,684-88.6% | $5,306-85.6% |