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 | $93,925 | $59,101+58.9% | $77,163+21.7% | $75,163+25.0% |
| Participation rate | 67.9% | 63.9%+4.1pp | 69.6%-1.6pp | 67.2%+0.7pp |
| Annual return | 19.74% | 26.71%-7.0pp | 37.87%-18.1pp | 160.62%-140.9pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,628 | $2,999+87.6% | $3,833+46.8% | $4,125+36.4% |
| Admin fee / account holder | $11,711 | $4,774+145.3% | $5,472+114.0% | $5,651+107.2% |