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 6-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 | $69,666 | $52,224+33.4% | $88,946-21.7% | $102,872-32.3% |
| Participation rate | 1.9% | 40.8%-38.9pp | 68.8%-67.0pp | 73.0%-71.2pp |
| Annual return | 15.75% | 16.96%-1.2pp | 57.82%-42.1pp | 19.06%-3.3pp |
| Employer contribution / active EE | $69 | $1,241-94.4% | $2,555-97.3% | $3,526-98.0% |
| Participant deferral / active EE | $159 | $2,611-93.9% | $4,581-96.5% | $5,535-97.1% |
| Admin fee / account holder | $4,605 | $1,723+167.3% | $8,261-44.3% | $292+1476.0% |