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 | $95,599 | $66,098+44.6% | $101,794-6.1% | $74,304+28.7% |
| Participation rate | 44.0% | 53.8%-9.8pp | 69.2%-25.2pp | 60.3%-16.4pp |
| Annual return | 13.60% | 19.59%-6.0pp | 30.53%-16.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,302 | $2,781-17.2% | $4,084-43.6% | $3,767-38.9% |
| Admin fee / account holder | $21,591 | $4,146+420.8% | $8,777+146.0% | $2,969+627.2% |