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 | $72,461 | $81,208-10.8% | $98,907-26.7% | $79,858-9.3% |
| Participation rate | 58.2% | 72.5%-14.3pp | 76.0%-17.8pp | 69.6%-11.4pp |
| Annual return | 20.85% | 60.99%-40.1pp | 196.43%-175.6pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,765 | $3,265+107.2% | $4,244+59.4% | $3,740+80.9% |
| Admin fee / account holder | $4,759 | $6,013-20.9% | $6,642-28.3% | $5,306-10.3% |