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 | $35,072 | $57,541-39.0% | $95,745-63.4% | $75,163-53.3% |
| Participation rate | 65.4% | 62.5%+2.9pp | 72.3%-6.9pp | 67.2%-1.8pp |
| Annual return | 13.93% | 34.93%-21.0pp | 28.35%-14.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $316 | $1,808-82.5% | $2,835-88.8% | $2,670-88.1% |
| Participant deferral / active EE | $1,854 | $3,074-39.7% | $4,245-56.3% | $4,125-55.0% |
| Admin fee / account holder | $9,697 | $4,099+136.6% | $5,678+70.8% | $5,651+71.6% |