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 | $73,138 | $89,355-18.1% | $141,162-48.2% | $72,985+0.2% |
| Participation rate | 69.0% | 75.1%-6.1pp | 82.5%-13.4pp | 69.5%-0.4pp |
| Annual return | 22.04% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,227 | $5,418+14.9% | $6,709-7.2% | $3,607+72.6% |
| Admin fee / account holder | $9,375 | $5,958+57.3% | $10,261-8.6% | $5,124+82.9% |