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 | $48,349 | $98,750-51.0% | $149,696-67.7% | $79,858-39.5% |
| Participation rate | 68.5% | 75.8%-7.3pp | 82.5%-14.0pp | 69.6%-1.1pp |
| Annual return | 23.90% | 27.43%-3.5pp | 276.60%-252.7pp | 31.71%-7.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,168 | $5,680-44.2% | $6,842-53.7% | $3,740-15.3% |
| Admin fee / account holder | $6,788 | $6,053+12.2% | $9,309-27.1% | $5,306+27.9% |