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 | $109,587 | $89,753+22.1% | $107,525+1.9% | $84,808+29.2% |
| Participation rate | 30.7% | 68.1%-37.4pp | 75.1%-44.4pp | 68.3%-37.6pp |
| Annual return | 14.10% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,954 | $4,056-51.8% | $5,116-61.8% | $4,212-53.6% |
| Admin fee / account holder | $4,170 | $7,222-42.3% | $8,919-53.2% | $7,344-43.2% |