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 | $60,671 | $81,248-25.3% | $155,509-61.0% | $80,856-25.0% |
| Participation rate | 57.6% | 66.2%-8.6pp | 78.2%-20.6pp | 67.6%-10.0pp |
| Annual return | 11.99% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,649 | $3,452+63.7% | $5,626+0.4% | $4,296+31.5% |
| Admin fee / account holder | $6,299 | $7,997-21.2% | $15,912-60.4% | $6,918-8.9% |