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 | $160,382 | $87,733+82.8% | $106,548+50.5% | $85,850+86.8% |
| Participation rate | 53.1% | 71.9%-18.8pp | 76.1%-23.0pp | 69.3%-16.2pp |
| Annual return | 11.22% | 21.86%-10.6pp | 26.80%-15.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,245 | $3,469-35.3% | $4,398-48.9% | $3,952-43.2% |
| Admin fee / account holder | $2,576 | $6,767-61.9% | $7,407-65.2% | $6,260-58.8% |