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 | $155,510 | $77,634+100.3% | $156,549-0.7% | $62,891+147.3% |
| Participation rate | 64.0% | 71.2%-7.2pp | 84.0%-20.0pp | 69.3%-5.3pp |
| Annual return | 5.62% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,081 | $3,045+1.2% | $4,871-36.7% | $3,203-3.8% |
| Admin fee / account holder | $4,472 | $5,561-19.6% | $13,027-65.7% | $4,296+4.1% |