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 | $80,973 | $57,541+40.7% | $95,745-15.4% | $75,163+7.7% |
| Participation rate | 16.4% | 62.5%-46.1pp | 72.3%-55.9pp | 67.2%-50.8pp |
| Annual return | 14.47% | 34.93%-20.5pp | 28.35%-13.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $188 | $1,808-89.6% | $2,835-93.4% | $2,670-92.9% |
| Participant deferral / active EE | $2,555 | $3,074-16.9% | $4,245-39.8% | $4,125-38.1% |
| Admin fee / account holder | $4,265 | $4,099+4.1% | $5,678-24.9% | $5,651-24.5% |