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 | $51,290 | $85,202-39.8% | $172,739-70.3% | $72,985-29.7% |
| Participation rate | 38.9% | 70.1%-31.2pp | 82.6%-43.8pp | 69.5%-30.6pp |
| Annual return | 23.71% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $375 | $3,324-88.7% | $5,143-92.7% | $2,440-84.6% |
| Participant deferral / active EE | $2,694 | $3,260-17.4% | $5,198-48.2% | $3,607-25.3% |
| Admin fee / account holder | $2,356 | $5,884-60.0% | $13,954-83.1% | $5,124-54.0% |