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 | $38,235 | $228,332-83.3% | $185,823-79.4% | $158,922-75.9% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 5.58% | 40.80%-35.2pp | 35.95%-30.4pp | 302.83%-297.2pp |
| Employer contribution / active EE | $477 | $4,967-90.4% | $4,087-88.3% | $4,761-90.0% |
| Participant deferral / active EE | $2,374 | $6,415-63.0% | $5,632-57.9% | $5,982-60.3% |
| Admin fee / account holder | $13,901 | $11,864+17.2% | $9,500+46.3% | $11,246+23.6% |