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 | $80,299 | $64,348+24.8% | $90,160-10.9% | $70,131+14.5% |
| Participation rate | 56.9% | 70.4%-13.5pp | 76.9%-20.0pp | 69.5%-12.6pp |
| Annual return | 14.39% | 28.13%-13.7pp | 34.88%-20.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,055 | $4,389-53.2% | $5,288-61.1% | $3,332-38.3% |
| Admin fee / account holder | $1,383 | $3,944-64.9% | $5,943-76.7% | $4,645-70.2% |