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 | $93,509 | $49,915+87.3% | $154,803-39.6% | $74,304+25.8% |
| Participation rate | 20.0% | 54.0%-34.0pp | 78.1%-58.1pp | 60.3%-40.3pp |
| Annual return | 15.09% | 34.06%-19.0pp | 58.88%-43.8pp | 29.43%-14.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,113 | $2,255-50.6% | $5,540-79.9% | $3,767-70.5% |
| Admin fee / account holder | $3,434 | $2,189+56.9% | $14,329-76.0% | $2,969+15.7% |