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 | $53,414 | $83,477-36.0% | $125,175-57.3% | $72,985-26.8% |
| Participation rate | 68.6% | 73.3%-4.7pp | 79.8%-11.2pp | 69.5%-0.9pp |
| Annual return | 46.75% | 25.78%+21.0pp | 43.79%+3.0pp | 81.00%-34.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,524 | $3,585-1.7% | $4,937-28.6% | $3,607-2.3% |
| Admin fee / account holder | $8,835 | $5,517+60.1% | $9,702-8.9% | $5,124+72.4% |