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 | $20,206 | $80,717-75.0% | $154,803-86.9% | $84,808-76.2% |
| Participation rate | 68.9% | 66.8%+2.1pp | 78.1%-9.2pp | 68.3%+0.6pp |
| Annual return | 13.84% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,528 | $3,303-23.5% | $5,540-54.4% | $4,212-40.0% |
| Admin fee / account holder | $19,139 | $6,746+183.7% | $14,329+33.6% | $7,344+160.6% |