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 | $76,157 | $68,346+11.4% | $94,646-19.5% | $75,163+1.3% |
| Participation rate | 66.3% | 76.1%-9.8pp | 80.8%-14.5pp | 67.2%-0.9pp |
| Annual return | 16.89% | 616.93%-600.0pp | 156.71%-139.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $27 | $2,701-99.0% | $3,672-99.3% | $2,670-99.0% |
| Participant deferral / active EE | $3,355 | $6,537-48.7% | $7,418-54.8% | $4,125-18.7% |
| Admin fee / account holder | $8,554 | $5,326+60.6% | $7,231+18.3% | $5,651+51.4% |