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 | $56,967 | $51,576+10.5% | $129,207-55.9% | $80,856-29.5% |
| Participation rate | 41.7% | 57.0%-15.3pp | 69.6%-27.9pp | 67.6%-26.0pp |
| Annual return | 15.15% | 20.81%-5.7pp | 9417.33%-9402.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $300 | $1,584-81.1% | $4,153-92.8% | $2,755-89.1% |
| Participant deferral / active EE | $1,642 | $2,669-38.5% | $4,168-60.6% | $4,296-61.8% |
| Admin fee / account holder | $11,916 | $4,305+176.8% | $7,715+54.5% | $6,918+72.3% |