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 | $79,891 | $102,317-21.9% | $146,958-45.6% | $80,856-1.2% |
| Participation rate | 12.9% | 75.8%-62.9pp | 82.2%-69.2pp | 67.6%-54.7pp |
| Annual return | 11.88% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,661 | $6,644-60.0% | $8,070-67.0% | $4,296-38.1% |
| Admin fee / account holder | $10,698 | $7,941+34.7% | $12,998-17.7% | $6,918+54.6% |