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 | $112,559 | $91,552+22.9% | $133,956-16.0% | $79,858+40.9% |
| Participation rate | 44.8% | 73.3%-28.5pp | 79.8%-35.0pp | 69.6%-24.8pp |
| Annual return | 19.63% | 61.85%-42.2pp | 45.09%-25.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,738 | $3,733-53.5% | $5,048-65.6% | $3,740-53.5% |
| Admin fee / account holder | $5,723 | $6,321-9.5% | $8,927-35.9% | $5,306+7.9% |