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 | $86,090 | $49,915+72.5% | $154,803-44.4% | $74,304+15.9% |
| Participation rate | 54.0% | 54.0%0pp | 78.1%-24.1pp | 60.3%-6.4pp |
| Annual return | 14.66% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,569 | $2,255+13.9% | $5,540-53.6% | $3,767-31.8% |
| Admin fee / account holder | $1,632 | $2,189-25.5% | $14,329-88.6% | $2,969-45.0% |