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 | $57,194 | $91,407-37.4% | $135,903-57.9% | $71,457-20.0% |
| Participation rate | 27.6% | 75.7%-48.1pp | 81.9%-54.3pp | 67.9%-40.3pp |
| Annual return | 24.69% | 29.90%-5.2pp | 68.23%-43.5pp | 28.85%-4.2pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,131 | $7,092-55.9% | $7,758-59.6% | $4,289-27.0% |
| Admin fee / account holder | $3,700 | $1,266+192.3% | $10,762-65.6% | $1,587+133.1% |