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 | $89,520 | $83,477+7.2% | $125,175-28.5% | $72,985+22.7% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.5pp | 69.5%-6.2pp |
| Annual return | 19.48% | 25.78%-6.3pp | 43.79%-24.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,690 | $3,585-25.0% | $4,937-45.5% | $3,607-25.4% |
| Admin fee / account holder | $7,669 | $5,517+39.0% | $9,702-21.0% | $5,124+49.7% |