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 | $91,262 | $95,803-4.7% | $113,168-19.4% | $84,808+7.6% |
| Participation rate | 57.6% | 72.9%-15.3pp | 76.6%-19.0pp | 68.3%-10.7pp |
| Annual return | 12.93% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,481 | $4,242-17.9% | $5,107-31.8% | $4,212-17.3% |
| Admin fee / account holder | $573 | $8,989-93.6% | $12,068-95.3% | $7,344-92.2% |