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 | $92,762 | $102,605-9.6% | $145,661-36.3% | $84,808+9.4% |
| Participation rate | 68.8% | 74.3%-5.5pp | 77.2%-8.5pp | 68.3%+0.4pp |
| Annual return | 20.73% | 26.50%-5.8pp | 101.46%-80.7pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,843 | $5,750+36.4% | $7,198+8.9% | $4,212+86.2% |
| Admin fee / account holder | $1,669 | $8,758-80.9% | $12,466-86.6% | $7,344-77.3% |