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 | $109,859 | $66,098+66.2% | $101,794+7.9% | $74,304+47.9% |
| Participation rate | 28.1% | 53.8%-25.6pp | 69.2%-41.1pp | 60.3%-32.2pp |
| Annual return | 17.54% | 19.59%-2.0pp | 30.53%-13.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,209 | $2,781+51.4% | $4,084+3.1% | $3,767+11.7% |
| Admin fee / account holder | $16,818 | $4,146+305.6% | $8,777+91.6% | $2,969+466.5% |