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 | $225,418 | $74,927+200.8% | $101,794+121.4% | $84,808+165.8% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.2%-2.5pp | 68.3%-1.6pp |
| Annual return | 17.99% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,516 | $3,099+78.0% | $4,084+35.1% | $4,212+31.0% |
| Admin fee / account holder | $16,518 | $6,514+153.6% | $8,777+88.2% | $7,344+124.9% |