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 | $83,383 | $57,016+46.2% | $84,966-1.9% | $80,856+3.1% |
| Participation rate | 42.9% | 56.3%-13.5pp | 67.5%-24.6pp | 67.6%-24.8pp |
| Annual return | 12.48% | 21.66%-9.2pp | 66.38%-53.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $119 | $1,798-93.4% | $2,727-95.6% | $2,755-95.7% |
| Participant deferral / active EE | $1,505 | $3,110-51.6% | $4,519-66.7% | $4,296-65.0% |
| Admin fee / account holder | $14,606 | $4,980+193.3% | $6,149+137.5% | $6,918+111.1% |