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 | $20,861 | $84,527-75.3% | $67,711-69.2% | $125,391-83.4% |
| Participation rate | 30.0% | 74.8%-44.8pp | 67.5%-37.5pp | 83.2%-53.2pp |
| Annual return | 7.24% | 2.57%+4.7pp | 25.41%-18.2pp | 282.22%-275.0pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,547 | $4,429-42.5% | $3,585-28.9% | $5,352-52.4% |
| Admin fee / account holder | $3,059 | $5,340-42.7% | $4,255-28.1% | $9,540-67.9% |