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 | $88,124 | $67,606+30.3% | $82,313+7.1% | $70,131+25.7% |
| Participation rate | 69.5% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%-0.1pp |
| Annual return | 17.52% | 21.57%-4.0pp | 25.88%-8.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,921 | $2,987+131.7% | $3,706+86.8% | $3,332+107.7% |
| Admin fee / account holder | $4,527 | $4,512+0.3% | $5,608-19.3% | $4,645-2.6% |