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 | $51,995 | $86,286-39.7% | $111,297-53.3% | $85,850-39.4% |
| Participation rate | 45.5% | 73.3%-27.9pp | 77.3%-31.9pp | 69.3%-23.9pp |
| Annual return | 12.66% | 19.99%-7.3pp | 54.65%-42.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $434 | $2,043-78.8% | $2,731-84.1% | $2,565-83.1% |
| Participant deferral / active EE | $3,141 | $3,641-13.7% | $4,487-30.0% | $3,952-20.5% |
| Admin fee / account holder | $11,292 | $8,188+37.9% | $7,964+41.8% | $6,260+80.4% |