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 | $29,535 | $74,927-60.6% | $101,794-71.0% | $84,808-65.2% |
| Participation rate | 67.7% | 61.4%+6.3pp | 69.2%-1.4pp | 68.3%-0.6pp |
| Annual return | 16.85% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $218 | $1,522-85.7% | $2,289-90.5% | $2,631-91.7% |
| Participant deferral / active EE | $2,729 | $3,099-11.9% | $4,084-33.2% | $4,212-35.2% |
| Admin fee / account holder | $11,929 | $6,514+83.1% | $8,777+35.9% | $7,344+62.4% |