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 | $106,458 | $114,381-6.9% | $107,525-1.0% | $142,382-25.2% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.1%-14.0pp | 80.1%-19.0pp |
| Annual return | 14.15% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,996 | $5,564-46.2% | $5,116-41.4% | $6,507-54.0% |
| Admin fee / account holder | $1,050 | $9,860-89.3% | $8,919-88.2% | $12,624-91.7% |