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 | $80,512 | $87,013-7.5% | $106,213-24.2% | $80,856-0.4% |
| Participation rate | 22.2% | 70.4%-48.2pp | 75.3%-53.1pp | 67.6%-45.4pp |
| Annual return | 10.23% | 17.05%-6.8pp | 116.14%-105.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,700 | $3,986-57.3% | $5,016-66.1% | $4,296-60.4% |
| Admin fee / account holder | $1,808 | $8,431-78.6% | $11,033-83.6% | $6,918-73.9% |