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 | $89,357 | $56,053+59.4% | $75,972+17.6% | $80,856+10.5% |
| Participation rate | 41.7% | 62.0%-20.4pp | 69.1%-27.4pp | 67.6%-26.0pp |
| Annual return | 14.42% | 20.53%-6.1pp | 359.55%-345.1pp | 35.59%-21.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,296 | $3,052-57.5% | $4,255-69.5% | $4,296-69.8% |
| Admin fee / account holder | $4,449 | $5,234-15.0% | $6,467-31.2% | $6,918-35.7% |