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 | $107,443 | $62,573+71.7% | $85,682+25.4% | $85,850+25.2% |
| Participation rate | 61.3% | 61.1%+0.2pp | 69.9%-8.6pp | 69.3%-8.0pp |
| Annual return | 13.57% | 23.77%-10.2pp | 21.49%-7.9pp | 318.53%-305.0pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,745 | $2,802-2.1% | $3,923-30.0% | $3,952-30.5% |
| Admin fee / account holder | $743 | $4,640-84.0% | $6,873-89.2% | $6,260-88.1% |