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 | $87,654 | $80,968+8.3% | $96,544-9.2% | $75,163+16.6% |
| Participation rate | 47.9% | 71.8%-23.8pp | 76.0%-28.0pp | 67.2%-19.2pp |
| Annual return | 13.46% | 27.06%-13.6pp | 25.84%-12.4pp | 160.62%-147.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,661 | $3,928-6.8% | $4,851-24.5% | $4,125-11.3% |
| Admin fee / account holder | $11,896 | $6,724+76.9% | $8,252+44.2% | $5,651+110.5% |