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 | $50,413 | $77,899-35.3% | $149,673-66.3% | $75,163-32.9% |
| Participation rate | 31.7% | 65.6%-33.9pp | 78.8%-47.1pp | 67.2%-35.5pp |
| Annual return | 20.15% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,060 | $3,411-10.3% | $5,680-46.1% | $4,125-25.8% |
| Admin fee / account holder | $5,000 | $5,956-16.1% | $13,210-62.2% | $5,651-11.5% |