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 | $92,061 | $100,923-8.8% | $150,045-38.6% | $74,304+23.9% |
| Participation rate | 26.2% | 70.1%-43.9pp | 82.3%-56.1pp | 60.3%-34.2pp |
| Annual return | 19.94% | 51.77%-31.8pp | 62.55%-42.6pp | 29.43%-9.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,942 | $6,709-56.2% | $7,997-63.2% | $3,767-21.9% |
| Admin fee / account holder | $5,687 | $2,767+105.5% | $13,435-57.7% | $2,969+91.5% |