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 | $135,353 | $81,248+66.6% | $155,509-13.0% | $80,856+67.4% |
| Participation rate | 27.6% | 66.2%-38.6pp | 78.2%-50.6pp | 67.6%-40.0pp |
| Annual return | 10.70% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $136 | $3,100-95.6% | $4,672-97.1% | $2,755-95.1% |
| Participant deferral / active EE | $2,123 | $3,452-38.5% | $5,626-62.3% | $4,296-50.6% |
| Admin fee / account holder | $17,529 | $7,997+119.2% | $15,912+10.2% | $6,918+153.4% |