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 | $47,587 | $73,933-35.6% | $96,683-50.8% | $75,163-36.7% |
| Participation rate | 59.4% | 66.4%-7.0pp | 74.3%-15.0pp | 67.2%-7.8pp |
| Annual return | 15.97% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $586 | $2,928-80.0% | $3,737-84.3% | $2,670-78.1% |
| Participant deferral / active EE | $4,861 | $3,659+32.9% | $4,878-0.4% | $4,125+17.8% |
| Admin fee / account holder | $16,406 | $5,216+214.5% | $6,730+143.8% | $5,651+190.3% |