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 | $83,772 | $51,175+63.7% | $70,515+18.8% | $75,163+11.5% |
| Participation rate | 52.6% | 60.9%-8.3pp | 68.3%-15.7pp | 67.2%-14.6pp |
| Annual return | 16.39% | 30.02%-13.6pp | 32.77%-16.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $11 | $1,826-99.4% | $2,973-99.6% | $2,670-99.6% |
| Participant deferral / active EE | $3,399 | $2,849+19.3% | $4,567-25.6% | $4,125-17.6% |
| Admin fee / account holder | $3,473 | $4,091-15.1% | $6,412-45.8% | $5,651-38.5% |