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 | $141,762 | $148,978-4.8% | $200,582-29.3% | $84,808+67.2% |
| Participation rate | 55.3% | 84.2%-28.9pp | 86.9%-31.6pp | 68.3%-13.0pp |
| Annual return | 17.17% | 28.16%-11.0pp | 42.33%-25.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,478 | $7,142-23.3% | $9,331-41.3% | $4,212+30.1% |
| Admin fee / account holder | $7,055 | $13,977-49.5% | $16,305-56.7% | $7,344-3.9% |