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 | $122,571 | $70,428+74.0% | $96,562+26.9% | $85,850+42.8% |
| Participation rate | 32.9% | 61.8%-28.9pp | 69.8%-36.9pp | 69.3%-36.4pp |
| Annual return | 19.13% | 18.59%+0.5pp | 37.78%-18.7pp | 318.53%-299.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,569 | $2,894-45.8% | $3,849-59.2% | $3,952-60.3% |
| Admin fee / account holder | $1,734 | $4,997-65.3% | $6,181-71.9% | $6,260-72.3% |