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 | $83,621 | $43,075+94.1% | $74,583+12.1% | $62,891+33.0% |
| Participation rate | 37.5% | 58.1%-20.6pp | 68.1%-30.6pp | 69.3%-31.8pp |
| Annual return | 7.20% | 17.50%-10.3pp | 20.47%-13.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,152 | $2,389-10.0% | $3,458-37.8% | $3,203-32.8% |
| Admin fee / account holder | $1,269 | $2,840-55.3% | $4,138-69.3% | $4,296-70.4% |