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 | $79,320 | $70,428+12.6% | $96,562-17.9% | $85,850-7.6% |
| Participation rate | 34.3% | 61.8%-27.5pp | 69.8%-35.5pp | 69.3%-35.0pp |
| Annual return | 11.57% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,909 | $2,894-34.0% | $3,849-50.4% | $3,952-51.7% |
| Admin fee / account holder | $5,123 | $4,997+2.5% | $6,181-17.1% | $6,260-18.2% |