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 | $125,722 | $118,450+6.1% | $98,439+27.7% | $139,434-9.8% |
| Participation rate | 47.1% | 77.4%-30.4pp | 75.2%-28.1pp | 80.3%-33.3pp |
| Annual return | 16.46% | 18.94%-2.5pp | 21.16%-4.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,106 | $5,392-60.9% | $4,738-55.5% | $6,710-68.6% |
| Admin fee / account holder | $1,028 | $14,026-92.7% | $8,948-88.5% | $11,403-91.0% |