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 | $65,177 | $65,395-0.3% | $182,532-64.3% | $72,985-10.7% |
| Participation rate | 30.6% | 65.4%-34.8pp | 78.0%-47.3pp | 69.5%-38.8pp |
| Annual return | 18.81% | 27.68%-8.9pp | 148.54%-129.7pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,448 | $3,563-59.3% | $5,524-73.8% | $3,607-59.8% |
| Admin fee / account holder | $3,238 | $4,245-23.7% | $8,592-62.3% | $5,124-36.8% |