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 | $101,059 | $79,944+26.4% | $98,439+2.7% | $75,163+34.5% |
| Participation rate | 43.1% | 70.4%-27.2pp | 75.2%-32.0pp | 67.2%-24.1pp |
| Annual return | 18.82% | 19.75%-0.9pp | 21.16%-2.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,385 | $3,752+16.9% | $4,738-7.5% | $4,125+6.3% |
| Admin fee / account holder | $20,978 | $6,840+206.7% | $8,948+134.5% | $5,651+271.2% |