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 | $89,348 | $93,571-4.5% | $135,903-34.3% | $75,163+18.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.2pp | 67.2%-0.5pp |
| Annual return | 16.52% | 30.90%-14.4pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,619 | $6,404-27.9% | $7,758-40.5% | $4,125+12.0% |
| Admin fee / account holder | $1,521 | $6,975-78.2% | $10,762-85.9% | $5,651-73.1% |