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 | $66,024 | $71,050-7.1% | $93,606-29.5% | $80,856-18.3% |
| Participation rate | 51.3% | 60.4%-9.1pp | 68.7%-17.4pp | 67.6%-16.3pp |
| Annual return | 11.49% | 11.26%+0.2pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,468 | $4,034-14.0% | $4,411-21.4% | $4,296-19.3% |
| Admin fee / account holder | $4,667 | $6,945-32.8% | $8,285-43.7% | $6,918-32.5% |