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 | $93,072 | $81,460+14.3% | $103,333-9.9% | $80,856+15.1% |
| Participation rate | 31.1% | 66.8%-35.7pp | 74.5%-43.4pp | 67.6%-36.5pp |
| Annual return | 15.38% | 25.55%-10.2pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,000 | $3,869-48.3% | $5,057-60.4% | $4,296-53.4% |
| Admin fee / account holder | $13,350 | $6,566+103.3% | $8,355+59.8% | $6,918+93.0% |