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 | $83,414 | $93,571-10.9% | $135,903-38.6% | $75,163+11.0% |
| Participation rate | 62.8% | 75.2%-12.4pp | 81.9%-19.1pp | 67.2%-4.4pp |
| Annual return | 21.78% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,280 | $6,404-48.8% | $7,758-57.7% | $4,125-20.5% |
| Admin fee / account holder | $4,689 | $6,975-32.8% | $10,762-56.4% | $5,651-17.0% |