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 | $96,536 | $63,355+52.4% | $91,989+4.9% | $72,985+32.3% |
| Participation rate | 61.5% | 72.5%-11.0pp | 78.6%-17.1pp | 69.5%-7.9pp |
| Annual return | 26.45% | 35.35%-8.9pp | 69.02%-42.6pp | 81.00%-54.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,528 | $4,883+74.7% | $5,923+44.0% | $3,607+136.4% |
| Admin fee / account holder | $1,205 | $4,668-74.2% | $7,743-84.4% | $5,124-76.5% |