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 | $84,532 | $51,175+65.2% | $70,515+19.9% | $75,163+12.5% |
| Participation rate | 22.7% | 60.9%-38.2pp | 68.3%-45.6pp | 67.2%-44.5pp |
| Annual return | 19.02% | 30.02%-11.0pp | 32.77%-13.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,035 | $2,849-63.7% | $4,567-77.3% | $4,125-74.9% |
| Admin fee / account holder | $4,543 | $4,091+11.0% | $6,412-29.2% | $5,651-19.6% |