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 | $54,992 | $58,512-6.0% | $84,015-34.5% | $72,985-24.7% |
| Participation rate | 46.6% | 61.2%-14.7pp | 69.0%-22.5pp | 69.5%-22.9pp |
| Annual return | 18.55% | 28.93%-10.4pp | 71.31%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,752 | $2,394+56.7% | $3,239+15.8% | $3,607+4.0% |
| Admin fee / account holder | $5,386 | $4,569+17.9% | $6,101-11.7% | $5,124+5.1% |