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 | $83,098 | $74,927+10.9% | $101,794-18.4% | $84,808-2.0% |
| Participation rate | 43.9% | 61.4%-17.5pp | 69.2%-25.3pp | 68.3%-24.4pp |
| Annual return | 15.79% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,541 | $3,099-18.0% | $4,084-37.8% | $4,212-39.7% |
| Admin fee / account holder | $7,481 | $6,514+14.9% | $8,777-14.8% | $7,344+1.9% |