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 | $71,503 | $81,460-12.2% | $103,333-30.8% | $80,856-11.6% |
| Participation rate | 44.8% | 66.8%-22.0pp | 74.5%-29.7pp | 67.6%-22.8pp |
| Annual return | 52.69% | 25.55%+27.1pp | 24.88%+27.8pp | 35.59%+17.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,196 | $3,869+8.5% | $5,057-17.0% | $4,296-2.3% |
| Admin fee / account holder | $3,944 | $6,566-39.9% | $8,355-52.8% | $6,918-43.0% |