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 | $75,671 | $89,355-15.3% | $141,162-46.4% | $72,985+3.7% |
| Participation rate | 30.8% | 75.1%-44.3pp | 82.5%-51.7pp | 69.5%-38.7pp |
| Annual return | 20.87% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,502 | $5,418-35.4% | $6,709-47.8% | $3,607-2.9% |
| Admin fee / account holder | $12,950 | $5,958+117.3% | $10,261+26.2% | $5,124+152.7% |