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 | $46,418 | $64,348-27.9% | $90,160-48.5% | $70,131-33.8% |
| Participation rate | 53.6% | 70.4%-16.9pp | 76.9%-23.3pp | 69.5%-16.0pp |
| Annual return | 18.37% | 28.13%-9.8pp | 34.88%-16.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,418 | $4,389+69.0% | $5,288+40.3% | $3,332+122.6% |
| Admin fee / account holder | $10,019 | $3,944+154.1% | $5,943+68.6% | $4,645+115.7% |