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 | $28,823 | $46,869-38.5% | $122,332-76.4% | $70,131-58.9% |
| Participation rate | 22.2% | 58.2%-36.0pp | 71.6%-49.4pp | 69.5%-47.3pp |
| Annual return | 17.88% | 24.22%-6.3pp | 30.27%-12.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,444 | $2,166-33.4% | $3,287-56.1% | $3,332-56.7% |
| Admin fee / account holder | $17,055 | $3,322+413.3% | $5,478+211.3% | $4,645+267.1% |