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 | $101,737 | $89,753+13.4% | $107,525-5.4% | $84,808+20.0% |
| Participation rate | 30.0% | 68.1%-38.1pp | 75.1%-45.1pp | 68.3%-38.3pp |
| Annual return | 14.76% | 29.48%-14.7pp | 181.32%-166.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $719 | $3,113-76.9% | $3,754-80.8% | $2,631-72.7% |
| Participant deferral / active EE | $1,829 | $4,056-54.9% | $5,116-64.3% | $4,212-56.6% |
| Admin fee / account holder | $25,169 | $7,222+248.5% | $8,919+182.2% | $7,344+242.7% |