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 | $58,459 | $48,230+21.2% | $67,502-13.4% | $80,856-27.7% |
| Participation rate | 28.0% | 66.4%-38.4pp | 72.9%-44.9pp | 67.6%-39.6pp |
| Annual return | 15.12% | 18.28%-3.2pp | 3512.12%-3497.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,399 | $2,924-52.2% | $4,000-65.0% | $4,296-67.4% |
| Admin fee / account holder | $1,687 | $3,681-54.2% | $3,998-57.8% | $6,918-75.6% |