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 | $119,803 | $83,477+43.5% | $125,175-4.3% | $72,985+64.1% |
| Participation rate | 43.9% | 73.3%-29.4pp | 79.8%-35.9pp | 69.5%-25.6pp |
| Annual return | 26.49% | 25.78%+0.7pp | 43.79%-17.3pp | 81.00%-54.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,624 | $3,585-54.7% | $4,937-67.1% | $3,607-55.0% |
| Admin fee / account holder | $30,692 | $5,517+456.3% | $9,702+216.3% | $5,124+498.9% |