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 | $48,668 | $96,635-49.6% | $86,612-43.8% | $139,434-65.1% |
| Participation rate | 64.7% | 74.4%-9.7pp | 71.7%-7.0pp | 80.3%-15.6pp |
| Annual return | 14.86% | 106.41%-91.6pp | 591.07%-576.2pp | 372.94%-358.1pp |
| Employer contribution / active EE | $284 | $3,263-91.3% | $3,022-90.6% | $4,751-94.0% |
| Participant deferral / active EE | $1,298 | $4,836-73.2% | $4,438-70.8% | $6,710-80.7% |
| Admin fee / account holder | $1,880 | $6,408-70.7% | $5,614-66.5% | $11,403-83.5% |