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 | $100,864 | $58,512+72.4% | $84,015+20.1% | $72,985+38.2% |
| Participation rate | 51.4% | 61.2%-9.8pp | 69.0%-17.6pp | 69.5%-18.1pp |
| Annual return | 26.07% | 28.93%-2.9pp | 71.31%-45.2pp | 81.00%-54.9pp |
| Employer contribution / active EE | $205 | $1,163-82.4% | $1,983-89.7% | $2,440-91.6% |
| Participant deferral / active EE | $2,318 | $2,394-3.2% | $3,239-28.4% | $3,607-35.8% |
| Admin fee / account holder | $7,738 | $4,569+69.4% | $6,101+26.8% | $5,124+51.0% |