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 | $79,224 | $53,822+47.2% | $75,696+4.7% | $85,850-7.7% |
| Participation rate | 50.0% | 69.1%-19.1pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 22.05% | 24.54%-2.5pp | 104.53%-82.5pp | 318.53%-296.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,361 | $2,895+16.1% | $3,821-12.0% | $3,952-14.9% |
| Admin fee / account holder | $18,554 | $3,343+455.1% | $3,619+412.7% | $6,260+196.4% |