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 | $56,736 | $77,899-27.2% | $149,673-62.1% | $75,163-24.5% |
| Participation rate | 35.0% | 65.6%-30.6pp | 78.8%-43.8pp | 67.2%-32.2pp |
| Annual return | 17.79% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $161 | $3,137-94.9% | $4,818-96.7% | $2,670-94.0% |
| Participant deferral / active EE | $4,551 | $3,411+33.4% | $5,680-19.9% | $4,125+10.3% |
| Admin fee / account holder | $892 | $5,956-85.0% | $13,210-93.2% | $5,651-84.2% |