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 | $122,384 | $86,286+41.8% | $111,297+10.0% | $85,850+42.6% |
| Participation rate | 68.8% | 73.3%-4.6pp | 77.3%-8.6pp | 69.3%-0.6pp |
| Annual return | 11.86% | 19.99%-8.1pp | 54.65%-42.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,015 | $3,641+37.7% | $4,487+11.8% | $3,952+26.9% |
| Admin fee / account holder | $7,149 | $8,188-12.7% | $7,964-10.2% | $6,260+14.2% |