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 | $38,456 | $71,050-45.9% | $93,606-58.9% | $80,856-52.4% |
| Participation rate | 48.0% | 60.4%-12.4pp | 68.7%-20.7pp | 67.6%-19.6pp |
| Annual return | 11.59% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $50 | $1,564-96.8% | $2,420-97.9% | $2,755-98.2% |
| Participant deferral / active EE | $2,586 | $4,034-35.9% | $4,411-41.4% | $4,296-39.8% |
| Admin fee / account holder | $1,187 | $6,945-82.9% | $8,285-85.7% | $6,918-82.8% |