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 | $48,449 | $56,897-14.8% | $84,750-42.8% | $62,891-23.0% |
| Participation rate | 40.5% | 68.5%-28.0pp | 76.6%-36.0pp | 69.3%-28.8pp |
| Annual return | 5.80% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3 | $2,400-99.9% | $3,574-99.9% | $2,281-99.9% |
| Participant deferral / active EE | $1,114 | $2,709-58.9% | $3,712-70.0% | $3,203-65.2% |
| Admin fee / account holder | $1,029 | $3,581-71.3% | $5,332-80.7% | $4,296-76.0% |