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 6-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 | $90,988 | $100,923-9.8% | $150,045-39.4% | $74,304+22.5% |
| Participation rate | 65.0% | 70.1%-5.0pp | 82.3%-17.3pp | 60.3%+4.7pp |
| Annual return | 16.86% | 51.77%-34.9pp | 62.55%-45.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $517 | $3,463-85.1% | $4,693-89.0% | $2,241-76.9% |
| Participant deferral / active EE | $5,231 | $6,709-22.0% | $7,997-34.6% | $3,767+38.9% |
| Admin fee / account holder | $1,805 | $2,767-34.8% | $13,435-86.6% | $2,969-39.2% |