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 | $94,104 | $51,576+82.5% | $129,207-27.2% | $80,856+16.4% |
| Participation rate | 30.0% | 57.0%-27.0pp | 69.6%-39.6pp | 67.6%-37.6pp |
| Annual return | 14.74% | 20.81%-6.1pp | 9417.33%-9402.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,376 | $2,669-11.0% | $4,168-43.0% | $4,296-44.7% |
| Admin fee / account holder | $583 | $4,305-86.4% | $7,715-92.4% | $6,918-91.6% |