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 | $92,421 | $65,041+42.1% | $90,951+1.6% | $79,858+15.7% |
| Participation rate | 61.3% | 61.6%-0.3pp | 69.0%-7.7pp | 69.6%-8.3pp |
| Annual return | 10.46% | 30.45%-20.0pp | 134.60%-124.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $237 | $1,247-81.0% | $2,122-88.8% | $2,471-90.4% |
| Participant deferral / active EE | $1,975 | $2,512-21.4% | $3,373-41.4% | $3,740-47.2% |
| Admin fee / account holder | $1,799 | $4,536-60.3% | $5,959-69.8% | $5,306-66.1% |