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 | $43,734 | $64,839-32.6% | $95,585-54.2% | $84,808-48.4% |
| Participation rate | 50.8% | 63.8%-13.0pp | 72.1%-21.3pp | 68.3%-17.5pp |
| Annual return | 14.68% | -670.96%+685.6pp | 38.56%-23.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $264 | $1,759-85.0% | $2,527-89.6% | $2,631-90.0% |
| Participant deferral / active EE | $1,694 | $2,965-42.9% | $4,023-57.9% | $4,212-59.8% |
| Admin fee / account holder | $1,440 | $5,964-75.9% | $6,127-76.5% | $7,344-80.4% |