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 | $110,386 | $80,968+36.3% | $96,544+14.3% | $75,163+46.9% |
| Participation rate | 63.2% | 71.8%-8.6pp | 76.0%-12.8pp | 67.2%-4.0pp |
| Annual return | 17.42% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,123 | $3,928+30.4% | $4,851+5.6% | $4,125+24.2% |
| Admin fee / account holder | $15,358 | $6,724+128.4% | $8,252+86.1% | $5,651+171.8% |