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 | $108,435 | $80,968+33.9% | $96,544+12.3% | $75,163+44.3% |
| Participation rate | 63.9% | 71.8%-7.8pp | 76.0%-12.0pp | 67.2%-3.3pp |
| Annual return | 20.56% | 27.06%-6.5pp | 25.84%-5.3pp | 160.62%-140.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,573 | $3,928+41.9% | $4,851+14.9% | $4,125+35.1% |
| Admin fee / account holder | $7,559 | $6,724+12.4% | $8,252-8.4% | $5,651+33.8% |