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 | $62,099 | $66,098-6.0% | $101,794-39.0% | $74,304-16.4% |
| Participation rate | 44.6% | 53.8%-9.2pp | 69.2%-24.6pp | 60.3%-15.8pp |
| Annual return | 16.92% | 19.59%-2.7pp | 30.53%-13.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,437 | $2,781-12.4% | $4,084-40.3% | $3,767-35.3% |
| Admin fee / account holder | $14,325 | $4,146+245.5% | $8,777+63.2% | $2,969+382.5% |