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 | $109,065 | $72,492+50.5% | $87,100+25.2% | $72,985+49.4% |
| Participation rate | 55.0% | 72.8%-17.8pp | 76.9%-21.9pp | 69.5%-14.5pp |
| Annual return | 21.97% | 24.46%-2.5pp | 28.19%-6.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,977 | $3,270-39.5% | $4,049-51.2% | $3,607-45.2% |
| Admin fee / account holder | $7,471 | $5,055+47.8% | $7,497-0.3% | $5,124+45.8% |