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 | $158,238 | $62,672+152.5% | $185,117-14.5% | $70,131+125.6% |
| Participation rate | 51.6% | 63.8%-12.2pp | 77.3%-25.7pp | 69.5%-17.9pp |
| Annual return | 21.07% | 40.79%-19.7pp | 40.50%-19.4pp | 73.14%-52.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,865 | $3,272+79.3% | $5,045+16.3% | $3,332+76.0% |
| Admin fee / account holder | $7,296 | $3,932+85.6% | $8,159-10.6% | $4,645+57.1% |