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 | $48,414 | $115,770-58.2% | $101,248-52.2% | $158,922-69.5% |
| Participation rate | 47.4% | 79.4%-32.0pp | 75.8%-28.4pp | 82.0%-34.6pp |
| Annual return | 18.32% | 56.14%-37.8pp | 46.47%-28.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $229 | $4,175-94.5% | $3,660-93.8% | $4,761-95.2% |
| Participant deferral / active EE | $2,795 | $4,957-43.6% | $4,370-36.0% | $5,982-53.3% |
| Admin fee / account holder | $917 | $7,245-87.3% | $5,945-84.6% | $11,246-91.8% |