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 | $85,925 | $127,065-32.4% | $113,168-24.1% | $142,382-39.7% |
| Participation rate | 39.1% | 79.2%-40.1pp | 76.6%-37.4pp | 80.1%-41.0pp |
| Annual return | 26.34% | 24.03%+2.3pp | 24.27%+2.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,214 | $5,716-43.8% | $5,107-37.1% | $6,507-50.6% |
| Admin fee / account holder | $17,058 | $15,736+8.4% | $12,068+41.4% | $12,624+35.1% |