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 | $119,940 | $148,978-19.5% | $200,582-40.2% | $84,808+41.4% |
| Participation rate | 67.1% | 84.2%-17.1pp | 86.9%-19.8pp | 68.3%-1.2pp |
| Annual return | 13.29% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,573 | $4,815-67.3% | $6,419-75.5% | $2,631-40.2% |
| Participant deferral / active EE | $3,436 | $7,142-51.9% | $9,331-63.2% | $4,212-18.4% |
| Admin fee / account holder | $14,540 | $13,977+4.0% | $16,305-10.8% | $7,344+98.0% |