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 | $93,385 | $87,733+6.4% | $106,548-12.4% | $85,850+8.8% |
| Participation rate | 50.9% | 71.9%-21.1pp | 76.1%-25.3pp | 69.3%-18.4pp |
| Annual return | 12.52% | 21.86%-9.3pp | 26.80%-14.3pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,460 | $3,469-0.3% | $4,398-21.3% | $3,952-12.4% |
| Admin fee / account holder | $4,194 | $6,767-38.0% | $7,407-43.4% | $6,260-33.0% |