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 | $94,248 | $64,324+46.5% | $118,925-20.7% | $79,858+18.0% |
| Participation rate | 56.0% | 64.9%-8.9pp | 75.4%-19.4pp | 69.6%-13.6pp |
| Annual return | 17.56% | 86.45%-68.9pp | 35.88%-18.3pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,524 | $2,824-10.6% | $4,265-40.8% | $3,740-32.5% |
| Admin fee / account holder | $2,775 | $4,040-31.3% | $6,581-57.8% | $5,306-47.7% |