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 | $96,683 | $80,717+19.8% | $154,803-37.5% | $84,808+14.0% |
| Participation rate | 69.0% | 66.8%+2.2pp | 78.1%-9.1pp | 68.3%+0.7pp |
| Annual return | 14.05% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,165 | $3,303-4.2% | $5,540-42.9% | $4,212-24.9% |
| Admin fee / account holder | $32,423 | $6,746+380.6% | $14,329+126.3% | $7,344+341.5% |