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 | $72,892 | $118,849-38.7% | $96,562-24.5% | $167,490-56.5% |
| Participation rate | 68.2% | 75.5%-7.3pp | 69.8%-1.6pp | 82.1%-13.9pp |
| Annual return | 12.81% | 50.49%-37.7pp | 37.78%-25.0pp | 478.56%-465.7pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,439 | $4,616-68.8% | $3,849-62.6% | $6,341-77.3% |
| Admin fee / account holder | $1,313 | $8,065-83.7% | $6,181-78.8% | $12,309-89.3% |