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 | $44,341 | $91,190-51.4% | $178,490-75.2% | $79,858-44.5% |
| Participation rate | 47.1% | 69.2%-22.1pp | 81.9%-34.9pp | 69.6%-22.6pp |
| Annual return | 13.75% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $249 | $3,256-92.4% | $5,011-95.0% | $2,471-89.9% |
| Participant deferral / active EE | $2,665 | $3,236-17.6% | $5,202-48.8% | $3,740-28.7% |
| Admin fee / account holder | $3,788 | $6,751-43.9% | $13,984-72.9% | $5,306-28.6% |