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 | $48,920 | $89,753-45.5% | $107,525-54.5% | $84,808-42.3% |
| Participation rate | 11.1% | 68.1%-56.9pp | 75.1%-64.0pp | 68.3%-57.2pp |
| Annual return | 20.12% | 29.48%-9.4pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $47 | $3,113-98.5% | $3,754-98.7% | $2,631-98.2% |
| Participant deferral / active EE | $1,867 | $4,056-54.0% | $5,116-63.5% | $4,212-55.7% |
| Admin fee / account holder | $372 | $7,222-94.8% | $8,919-95.8% | $7,344-94.9% |