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 | $72,033 | $65,395+10.2% | $182,532-60.5% | $72,985-1.3% |
| Participation rate | 31.3% | 65.4%-34.2pp | 78.0%-46.7pp | 69.5%-38.2pp |
| Annual return | 21.67% | 27.68%-6.0pp | 148.54%-126.9pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,001 | $3,563-43.8% | $5,524-63.8% | $3,607-44.5% |
| Admin fee / account holder | $12,809 | $4,245+201.8% | $8,592+49.1% | $5,124+150.0% |