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 | $118,475 | $76,552+54.8% | $123,892-4.4% | $62,891+88.4% |
| Participation rate | 60.6% | 73.0%-12.4pp | 81.4%-20.8pp | 69.3%-8.7pp |
| Annual return | 6.48% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,783 | $4,840+19.5% | $5,984-3.4% | $3,203+80.6% |
| Admin fee / account holder | $9,276 | $4,826+92.2% | $8,357+11.0% | $4,296+115.9% |