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 | $62,307 | $61,774+0.9% | $97,226-35.9% | $80,856-22.9% |
| Participation rate | 52.8% | 63.5%-10.7pp | 72.7%-19.9pp | 67.6%-14.9pp |
| Annual return | 12.01% | -557.90%+569.9pp | 75.13%-63.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,927 | $3,029-3.4% | $4,264-31.4% | $4,296-31.9% |
| Admin fee / account holder | $624 | $5,166-87.9% | $5,654-89.0% | $6,918-91.0% |