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 | $64,657 | $73,933-12.5% | $96,683-33.1% | $75,163-14.0% |
| Participation rate | 40.5% | 66.4%-25.9pp | 74.3%-33.8pp | 67.2%-26.7pp |
| Annual return | 13.62% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $330 | $2,928-88.7% | $3,737-91.2% | $2,670-87.6% |
| Participant deferral / active EE | $2,009 | $3,659-45.1% | $4,878-58.8% | $4,125-51.3% |
| Admin fee / account holder | $8,998 | $5,216+72.5% | $6,730+33.7% | $5,651+59.2% |