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 | $64,022 | $63,346+1.1% | $92,233-30.6% | $70,131-8.7% |
| Participation rate | 39.3% | 68.7%-29.4pp | 76.5%-37.2pp | 69.5%-30.3pp |
| Annual return | 13.28% | 530.12%-516.8pp | 176.28%-163.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $476 | $2,471-80.7% | $3,679-87.1% | $2,342-79.7% |
| Participant deferral / active EE | $2,797 | $2,854-2.0% | $3,897-28.2% | $3,332-16.1% |
| Admin fee / account holder | $6,074 | $3,840+58.2% | $5,194+16.9% | $4,645+30.7% |