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 | $87,756 | $68,719+27.7% | $91,541-4.1% | $84,808+3.5% |
| Participation rate | 54.3% | 64.5%-10.2pp | 69.8%-15.5pp | 68.3%-14.0pp |
| Annual return | 15.26% | 19.12%-3.9pp | 20.50%-5.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,728 | $3,136-44.9% | $4,008-56.9% | $4,212-59.0% |
| Admin fee / account holder | $10,168 | $5,786+75.7% | $6,956+46.2% | $7,344+38.5% |