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 | $68,714 | $60,349+13.9% | $74,183-7.4% | $62,891+9.3% |
| Participation rate | 54.4% | 72.7%-18.3pp | 76.6%-22.2pp | 69.3%-14.9pp |
| Annual return | 5.99% | 21.37%-15.4pp | 17.74%-11.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,303 | $2,856+120.7% | $3,550+77.6% | $3,203+96.8% |
| Admin fee / account holder | $2,331 | $4,261-45.3% | $5,586-58.3% | $4,296-45.7% |