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 | $76,428 | $73,933+3.4% | $96,683-20.9% | $75,163+1.7% |
| Participation rate | 51.2% | 66.4%-15.2pp | 74.3%-23.2pp | 67.2%-16.0pp |
| Annual return | 16.85% | 26.70%-9.9pp | 35.69%-18.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,761 | $3,659-24.5% | $4,878-43.4% | $4,125-33.1% |
| Admin fee / account holder | $8,957 | $5,216+71.7% | $6,730+33.1% | $5,651+58.5% |