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 | $36,041 | $73,933-51.3% | $96,683-62.7% | $75,163-52.1% |
| Participation rate | 50.8% | 66.4%-15.7pp | 74.3%-23.6pp | 67.2%-16.4pp |
| Annual return | 14.44% | 26.70%-12.3pp | 35.69%-21.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,355 | $3,659-35.6% | $4,878-51.7% | $4,125-42.9% |
| Admin fee / account holder | $11,565 | $5,216+121.7% | $6,730+71.9% | $5,651+104.7% |