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 | $86,195 | $77,899+10.6% | $149,673-42.4% | $75,163+14.7% |
| Participation rate | 50.6% | 65.6%-15.0pp | 78.8%-28.2pp | 67.2%-16.6pp |
| Annual return | 21.70% | 31.72%-10.0pp | 134.42%-112.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $133 | $3,137-95.8% | $4,818-97.2% | $2,670-95.0% |
| Participant deferral / active EE | $2,220 | $3,411-34.9% | $5,680-60.9% | $4,125-46.2% |
| Admin fee / account holder | $4,087 | $5,956-31.4% | $13,210-69.1% | $5,651-27.7% |