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 | $108,945 | $95,803+13.7% | $113,168-3.7% | $84,808+28.5% |
| Participation rate | 43.5% | 72.9%-29.4pp | 76.6%-33.1pp | 68.3%-24.8pp |
| Annual return | 13.55% | 25.00%-11.5pp | 24.27%-10.7pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,753 | $4,242-35.1% | $5,107-46.1% | $4,212-34.6% |
| Admin fee / account holder | $5,806 | $8,989-35.4% | $12,068-51.9% | $7,344-20.9% |