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 | $79,866 | $69,454+15.0% | $180,183-55.7% | $74,304+7.5% |
| Participation rate | 44.5% | 61.8%-17.3pp | 77.4%-32.9pp | 60.3%-15.8pp |
| Annual return | 14.98% | 25.86%-10.9pp | 27.86%-12.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | -$0 | $3,155-100.0% | $5,039-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,940 | $4,662-36.9% | $6,822-56.9% | $3,767-22.0% |
| Admin fee / account holder | $21,446 | $3,036+606.4% | $19,975+7.4% | $2,969+622.4% |