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 | $75,753 | $84,233-10.1% | $170,442-55.6% | $70,131+8.0% |
| Participation rate | 17.4% | 70.8%-53.4pp | 83.6%-66.2pp | 69.5%-52.1pp |
| Annual return | 20.35% | 23.06%-2.7pp | 205.93%-185.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $922 | $3,086-70.1% | $4,939-81.3% | $3,332-72.3% |
| Admin fee / account holder | $18,069 | $5,698+217.1% | $13,880+30.2% | $4,645+289.0% |