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 5-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 | $118,878 | $52,224+127.6% | $88,946+33.7% | $102,872+15.6% |
| Participation rate | 3.6% | 40.8%-37.2pp | 68.8%-65.3pp | 73.0%-69.5pp |
| Annual return | 13.65% | 16.96%-3.3pp | 57.82%-44.2pp | 19.06%-5.4pp |
| Employer contribution / active EE | $54 | $1,241-95.6% | $2,555-97.9% | $3,526-98.5% |
| Participant deferral / active EE | $255 | $2,611-90.2% | $4,581-94.4% | $5,535-95.4% |
| Admin fee / account holder | $58,761 | $1,723+3310.3% | $8,261+611.3% | $292+20008.5% |