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 | $63,839 | $100,754-36.6% | $86,677-26.3% | $134,475-52.5% |
| Participation rate | 61.5% | 78.9%-17.4pp | 76.6%-15.0pp | 81.2%-19.7pp |
| Annual return | -16.96% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $559 | $3,489-84.0% | $2,836-80.3% | $4,740-88.2% |
| Participant deferral / active EE | $1,731 | $5,338-67.6% | $4,656-62.8% | $6,400-73.0% |
| Admin fee / account holder | $3,396 | $10,926-68.9% | $7,493-54.7% | $11,426-70.3% |