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 | $39,062 | $65,365-40.2% | $92,893-57.9% | $72,985-46.5% |
| Participation rate | 61.8% | 68.3%-6.5pp | 76.0%-14.2pp | 69.5%-7.7pp |
| Annual return | 21.43% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $489 | $2,594-81.2% | $3,653-86.6% | $2,440-80.0% |
| Participant deferral / active EE | $2,819 | $3,128-9.9% | $4,236-33.5% | $3,607-21.9% |
| Admin fee / account holder | $1,218 | $4,251-71.3% | $5,794-79.0% | $5,124-76.2% |