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 | $39,208 | $60,892-35.6% | $82,389-52.4% | $84,808-53.8% |
| Participation rate | 50.9% | 63.3%-12.4pp | 69.5%-18.7pp | 68.3%-17.4pp |
| Annual return | 16.17% | 37.29%-21.1pp | 28.67%-12.5pp | 40.90%-24.7pp |
| Employer contribution / active EE | $337 | $1,779-81.0% | $2,517-86.6% | $2,631-87.2% |
| Participant deferral / active EE | $1,778 | $3,179-44.0% | $4,155-57.2% | $4,212-57.8% |
| Admin fee / account holder | $12,646 | $5,467+131.3% | $7,231+74.9% | $7,344+72.2% |