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 | $69,267 | $54,762+26.5% | $90,281-23.3% | $72,985-5.1% |
| Participation rate | 69.7% | 65.1%+4.6pp | 73.3%-3.6pp | 69.5%+0.2pp |
| Annual return | 17.05% | 30.63%-13.6pp | 78.10%-61.0pp | 81.00%-64.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,749 | $2,887-39.4% | $3,885-55.0% | $3,607-51.5% |
| Admin fee / account holder | $5,744 | $3,972+44.6% | $5,351+7.3% | $5,124+12.1% |