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 | $90,636 | $99,985-9.4% | $146,665-38.2% | $85,850+5.6% |
| Participation rate | 57.1% | 73.1%-15.9pp | 80.1%-22.9pp | 69.3%-12.2pp |
| Annual return | 12.28% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,012 | $4,006-49.8% | $5,506-63.5% | $3,952-49.1% |
| Admin fee / account holder | $14,213 | $7,702+84.5% | $10,280+38.3% | $6,260+127.0% |