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 | $185,638 | $74,927+147.8% | $101,794+82.4% | $84,808+118.9% |
| Participation rate | 56.7% | 61.4%-4.7pp | 69.2%-12.5pp | 68.3%-11.6pp |
| Annual return | 17.46% | 18.70%-1.2pp | 30.53%-13.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,036 | $3,099+30.2% | $4,084-1.2% | $4,212-4.2% |
| Admin fee / account holder | $11,874 | $6,514+82.3% | $8,777+35.3% | $7,344+61.7% |