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 | $137,480 | $148,978-7.7% | $200,582-31.5% | $84,808+62.1% |
| Participation rate | 68.6% | 84.2%-15.7pp | 86.9%-18.3pp | 68.3%+0.3pp |
| Annual return | 14.57% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,078 | $4,815-77.6% | $6,419-83.2% | $2,631-59.0% |
| Participant deferral / active EE | $5,159 | $7,142-27.8% | $9,331-44.7% | $4,212+22.5% |
| Admin fee / account holder | $46,106 | $13,977+229.9% | $16,305+182.8% | $7,344+527.8% |