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 | $48,169 | $63,346-24.0% | $92,233-47.8% | $70,131-31.3% |
| Participation rate | 65.3% | 68.7%-3.3pp | 76.5%-11.1pp | 69.5%-4.2pp |
| Annual return | 14.41% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $151 | $2,471-93.9% | $3,679-95.9% | $2,342-93.5% |
| Participant deferral / active EE | $1,858 | $2,854-34.9% | $3,897-52.3% | $3,332-44.2% |
| Admin fee / account holder | $3,783 | $3,840-1.5% | $5,194-27.2% | $4,645-18.6% |