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 | $47,246 | $77,634-39.1% | $156,549-69.8% | $62,891-24.9% |
| Participation rate | 26.8% | 71.2%-44.4pp | 84.0%-57.2pp | 69.3%-42.5pp |
| Annual return | 5.68% | 50.32%-44.6pp | 32.23%-26.5pp | 20.14%-14.5pp |
| Employer contribution / active EE | $136 | $3,444-96.0% | $5,501-97.5% | $2,281-94.0% |
| Participant deferral / active EE | $1,542 | $3,045-49.4% | $4,871-68.3% | $3,203-51.9% |
| Admin fee / account holder | $441 | $5,561-92.1% | $13,027-96.6% | $4,296-89.7% |