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 | $75,550 | $91,190-17.2% | $178,490-57.7% | $79,858-5.4% |
| Participation rate | 22.6% | 69.2%-46.6pp | 81.9%-59.3pp | 69.6%-47.1pp |
| Annual return | 11.55% | 24.19%-12.6pp | 151.07%-139.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,457 | $3,236-55.0% | $5,202-72.0% | $3,740-61.1% |
| Admin fee / account holder | $7,232 | $6,751+7.1% | $13,984-48.3% | $5,306+36.3% |