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 | $129,070 | $100,923+27.9% | $150,045-14.0% | $74,304+73.7% |
| Participation rate | 45.9% | 70.1%-24.2pp | 82.3%-36.4pp | 60.3%-14.5pp |
| Annual return | 22.03% | 51.77%-29.7pp | 62.55%-40.5pp | 29.43%-7.4pp |
| Employer contribution / active EE | $302 | $3,463-91.3% | $4,693-93.6% | $2,241-86.5% |
| Participant deferral / active EE | $5,697 | $6,709-15.1% | $7,997-28.8% | $3,767+51.2% |
| Admin fee / account holder | $12,231 | $2,767+342.1% | $13,435-9.0% | $2,969+312.0% |