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 | $37,740 | $82,978-54.5% | $129,995-71.0% | $71,457-47.2% |
| Participation rate | 48.4% | 74.1%-25.7pp | 78.5%-30.1pp | 67.9%-19.5pp |
| Annual return | 22.05% | 20.60%+1.5pp | -137.18%+159.2pp | 28.85%-6.8pp |
| Employer contribution / active EE | $660 | $2,622-74.8% | $4,320-84.7% | $2,588-74.5% |
| Participant deferral / active EE | $2,338 | $4,432-47.2% | $5,820-59.8% | $4,289-45.5% |
| Admin fee / account holder | $6,199 | $1,729+258.6% | $10,614-41.6% | $1,587+290.5% |