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 | $98,134 | $74,927+31.0% | $101,794-3.6% | $84,808+15.7% |
| Participation rate | 14.0% | 61.4%-47.4pp | 69.2%-55.2pp | 68.3%-54.3pp |
| Annual return | 14.79% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,678 | $3,099-45.9% | $4,084-58.9% | $4,212-60.2% |
| Admin fee / account holder | $16,832 | $6,514+158.4% | $8,777+91.8% | $7,344+129.2% |