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 | $131,564 | $80,673+63.1% | $101,326+29.8% | $84,808+55.1% |
| Participation rate | 68.5% | 77.8%-9.3pp | 81.5%-13.0pp | 68.3%+0.2pp |
| Annual return | 16.80% | 38.95%-22.2pp | 36.82%-20.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,164 | $6,840+34.0% | $7,994+14.6% | $4,212+117.6% |
| Admin fee / account holder | $6,271 | $12,784-50.9% | $11,185-43.9% | $7,344-14.6% |