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 | $41,861 | $84,233-50.3% | $170,442-75.4% | $70,131-40.3% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 18.67% | 23.06%-4.4pp | 205.93%-187.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $330 | $3,387-90.3% | $5,433-93.9% | $2,342-85.9% |
| Participant deferral / active EE | $1,510 | $3,086-51.1% | $4,939-69.4% | $3,332-54.7% |
| Admin fee / account holder | $405 | $5,698-92.9% | $13,880-97.1% | $4,645-91.3% |