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 | $9,391 | $54,705-82.8% | $71,209-86.8% | $84,808-88.9% |
| Participation rate | 51.4% | 64.1%-12.7pp | 73.8%-22.4pp | 68.3%-17.0pp |
| Annual return | 16.38% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | -$812 | $2,158-137.6% | $2,721-129.8% | $2,631-130.9% |
| Participant deferral / active EE | $719 | $3,030-76.3% | $4,175-82.8% | $4,212-82.9% |
| Admin fee / account holder | $1,710 | $4,863-64.8% | $5,349-68.0% | $7,344-76.7% |