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 | $70,539 | $80,968-12.9% | $96,544-26.9% | $75,163-6.2% |
| Participation rate | 47.3% | 71.8%-24.5pp | 76.0%-28.7pp | 67.2%-19.9pp |
| Annual return | 14.20% | 27.06%-12.9pp | 25.84%-11.6pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,486 | $3,928-36.7% | $4,851-48.7% | $4,125-39.7% |
| Admin fee / account holder | $13,348 | $6,724+98.5% | $8,252+61.8% | $5,651+136.2% |