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 | $96,389 | $80,717+19.4% | $154,803-37.7% | $84,808+13.7% |
| Participation rate | 12.0% | 66.8%-54.9pp | 78.1%-66.1pp | 68.3%-56.4pp |
| Annual return | 14.16% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,093 | $3,303-66.9% | $5,540-80.3% | $4,212-74.0% |
| Admin fee / account holder | $2,673 | $6,746-60.4% | $14,329-81.3% | $7,344-63.6% |