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 | $55,405 | $70,475-21.4% | $100,516-44.9% | $79,858-30.6% |
| Participation rate | 65.9% | 73.7%-7.7pp | 79.4%-13.5pp | 69.6%-3.7pp |
| Annual return | 20.29% | 21.90%-1.6pp | 30.89%-10.6pp | 31.71%-11.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,336 | $5,181+99.5% | $6,270+64.8% | $3,740+176.4% |
| Admin fee / account holder | $13,708 | $4,478+206.1% | $8,081+69.6% | $5,306+158.3% |