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 | $101,708 | $89,355+13.8% | $141,162-27.9% | $72,985+39.4% |
| Participation rate | 48.7% | 75.1%-26.4pp | 82.5%-33.8pp | 69.5%-20.8pp |
| Annual return | 20.37% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,156 | $5,418+13.6% | $6,709-8.2% | $3,607+70.6% |
| Admin fee / account holder | $5,972 | $5,958+0.2% | $10,261-41.8% | $5,124+16.5% |