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 | $90,207 | $79,171+13.9% | $102,423-11.9% | $74,495+21.1% |
| Participation rate | 54.5% | 74.8%-20.3pp | 76.5%-22.0pp | 67.2%-12.7pp |
| Annual return | 11.54% | 54.93%-43.4pp | 29.32%-17.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $617 | $2,362-73.9% | $3,023-79.6% | $2,623-76.5% |
| Participant deferral / active EE | $3,810 | $4,415-13.7% | $5,053-24.6% | $4,346-12.3% |
| Admin fee / account holder | $1,696 | $2,001-15.2% | $9,451-82.1% | $1,942-12.7% |