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 | $86,237 | $48,046+79.5% | $84,611+1.9% | $72,985+18.2% |
| Participation rate | 68.1% | 57.6%+10.5pp | 68.2%-0.2pp | 69.5%-1.4pp |
| Annual return | 20.55% | 37.38%-16.8pp | 258.74%-238.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,592 | $2,680+183.3% | $3,899+94.7% | $3,607+110.5% |
| Admin fee / account holder | $6,739 | $3,395+98.5% | $4,912+37.2% | $5,124+31.5% |