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 | $62,460 | $68,914-9.4% | $136,749-54.3% | $74,304-15.9% |
| Participation rate | 29.8% | 51.3%-21.5pp | 72.1%-42.3pp | 60.3%-30.5pp |
| Annual return | 19.67% | 16.34%+3.3pp | 24.33%-4.7pp | 29.43%-9.8pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,065 | $2,541-58.1% | $4,692-77.3% | $3,767-71.7% |
| Admin fee / account holder | $3,647 | $3,149+15.8% | $11,386-68.0% | $2,969+22.8% |