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 | $58,446 | $103,376-43.5% | $87,100-32.9% | $152,861-61.8% |
| Participation rate | 40.9% | 79.3%-38.4pp | 76.9%-36.0pp | 82.4%-41.5pp |
| Annual return | 15.59% | 28.10%-12.5pp | 28.19%-12.6pp | 345.32%-329.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,926 | $4,778-59.7% | $4,049-52.4% | $5,850-67.1% |
| Admin fee / account holder | $20,187 | $12,205+65.4% | $7,497+169.3% | $11,596+74.1% |