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 | $84,585 | $56,317+50.2% | $71,209+18.8% | $74,304+13.8% |
| Participation rate | 53.5% | 55.1%-1.6pp | 73.8%-20.2pp | 60.3%-6.8pp |
| Annual return | 17.46% | 42.83%-25.4pp | 282.51%-265.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,913 | $2,788+4.5% | $4,175-30.2% | $3,767-22.7% |
| Admin fee / account holder | $7,730 | $2,290+237.6% | $5,349+44.5% | $2,969+160.4% |