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 | $61,991 | $117,841-47.4% | $102,423-39.5% | $145,922-57.5% |
| Participation rate | 14.3% | 78.6%-64.3pp | 76.5%-62.2pp | 80.3%-66.0pp |
| Annual return | 30.53% | 31.65%-1.1pp | 29.32%+1.2pp | 561.29%-530.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,546 | $5,731-55.6% | $5,053-49.6% | $6,688-61.9% |
| Admin fee / account holder | $19,598 | $13,326+47.1% | $9,451+107.4% | $13,397+46.3% |