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 | $84,558 | $72,012+17.4% | $185,823-54.5% | $79,858+5.9% |
| Participation rate | 59.0% | 65.8%-6.7pp | 78.0%-19.0pp | 69.6%-10.6pp |
| Annual return | 26.92% | 23.12%+3.8pp | 35.95%-9.0pp | 31.71%-4.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,825 | $3,779+107.1% | $5,632+38.9% | $3,740+109.2% |
| Admin fee / account holder | $7,301 | $4,513+61.8% | $9,500-23.1% | $5,306+37.6% |