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 | $103,735 | $65,395+58.6% | $182,532-43.2% | $72,985+42.1% |
| Participation rate | 55.7% | 65.4%-9.7pp | 78.0%-22.2pp | 69.5%-13.7pp |
| Annual return | 22.12% | 27.68%-5.6pp | 148.54%-126.4pp | 81.00%-58.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,053 | $3,563+13.8% | $5,524-26.6% | $3,607+12.4% |
| Admin fee / account holder | $1,145 | $4,245-73.0% | $8,592-86.7% | $5,124-77.6% |