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 | $76,912 | $118,680-35.2% | $98,907-22.2% | $158,922-51.6% |
| Participation rate | 57.9% | 77.8%-19.9pp | 76.0%-18.1pp | 82.0%-24.1pp |
| Annual return | 6.69% | 372.35%-365.7pp | 196.43%-189.7pp | 302.83%-296.1pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,726 | $5,088-66.1% | $4,244-59.3% | $5,982-71.2% |
| Admin fee / account holder | $9,745 | $10,131-3.8% | $6,642+46.7% | $11,246-13.3% |