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 | $108,654 | $60,022+81.0% | $88,946+22.2% | $84,808+28.1% |
| Participation rate | 22.7% | 57.8%-35.1pp | 68.8%-46.1pp | 68.3%-45.6pp |
| Annual return | 16.40% | 22.43%-6.0pp | 57.82%-41.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,290 | $3,114+37.8% | $4,581-6.4% | $4,212+1.9% |
| Admin fee / account holder | $12,591 | $4,811+161.7% | $8,261+52.4% | $7,344+71.5% |