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 | $173,393 | $74,927+131.4% | $101,794+70.3% | $84,808+104.5% |
| Participation rate | 47.5% | 61.4%-13.9pp | 69.2%-21.7pp | 68.3%-20.8pp |
| Annual return | 13.51% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $319 | $1,522-79.0% | $2,289-86.0% | $2,631-87.9% |
| Participant deferral / active EE | $2,866 | $3,099-7.5% | $4,084-29.8% | $4,212-31.9% |
| Admin fee / account holder | $9,291 | $6,514+42.6% | $8,777+5.9% | $7,344+26.5% |