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 | $90,887 | $52,279+73.8% | $89,391+1.7% | $79,858+13.8% |
| Participation rate | 67.7% | 57.5%+10.2pp | 68.0%-0.2pp | 69.6%-1.9pp |
| Annual return | 14.43% | 22.16%-7.7pp | 245.62%-231.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,830 | $2,740-33.2% | $3,890-53.0% | $3,740-51.1% |
| Admin fee / account holder | $4,852 | $3,356+44.5% | $4,881-0.6% | $5,306-8.6% |