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 | $97,816 | $65,041+50.4% | $90,951+7.5% | $79,858+22.5% |
| Participation rate | 63.8% | 61.6%+2.2pp | 69.0%-5.2pp | 69.6%-5.8pp |
| Annual return | 27.07% | 30.45%-3.4pp | 134.60%-107.5pp | 31.71%-4.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,462 | $2,512-2.0% | $3,373-27.0% | $3,740-34.2% |
| Admin fee / account holder | $8,931 | $4,536+96.9% | $5,959+49.9% | $5,306+68.3% |