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 | $105,575 | $92,985+13.5% | $153,485-31.2% | $80,856+30.6% |
| Participation rate | 67.6% | 69.0%-1.3pp | 77.1%-9.4pp | 67.6%0pp |
| Annual return | 10.90% | 19.95%-9.0pp | 15.65%-4.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,133 | $5,178-20.2% | $6,757-38.8% | $4,296-3.8% |
| Admin fee / account holder | $47,897 | $8,880+439.4% | $12,724+276.4% | $6,918+592.4% |