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 | $56,584 | $72,492-21.9% | $87,100-35.0% | $72,985-22.5% |
| Participation rate | 43.3% | 72.8%-29.5pp | 76.9%-33.5pp | 69.5%-26.2pp |
| Annual return | 18.67% | 24.46%-5.8pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,537 | $3,270-53.0% | $4,049-62.0% | $3,607-57.4% |
| Admin fee / account holder | $8,612 | $5,055+70.4% | $7,497+14.9% | $5,124+68.1% |