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 | $143,021 | $121,098+18.1% | $125,175+14.3% | - |
| Participation rate | 57.6% | 74.4%-16.8pp | 79.8%-22.2pp | - |
| Annual return | 25.95% | 15.50%+10.5pp | 43.79%-17.8pp | - |
| Employer contribution / active EE | $1,106 | $1,930-42.7% | $3,865-71.4% | - |
| Participant deferral / active EE | $3,684 | $3,481+5.8% | $4,937-25.4% | - |
| Admin fee / account holder | $13,828 | $16,883-18.1% | $9,702+42.5% | - |