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 | $76,431 | $78,705-2.9% | $117,854-35.1% | $70,131+9.0% |
| Participation rate | 54.2% | 73.2%-19.0pp | 79.7%-25.4pp | 69.5%-15.3pp |
| Annual return | 14.07% | 23.30%-9.2pp | 335.08%-321.0pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,304 | $3,297-30.1% | $4,482-48.6% | $3,332-30.8% |
| Admin fee / account holder | $19,687 | $5,065+288.6% | $8,020+145.5% | $4,645+323.8% |