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 | $43,821 | $78,672-44.3% | $109,143-59.9% | $85,850-49.0% |
| Participation rate | 34.5% | 68.3%-33.8pp | 75.9%-41.4pp | 69.3%-34.8pp |
| Annual return | 17.60% | 25.09%-7.5pp | 25.75%-8.2pp | 318.53%-300.9pp |
| Employer contribution / active EE | $209 | $2,735-92.4% | $3,722-94.4% | $2,565-91.9% |
| Participant deferral / active EE | $2,160 | $3,467-37.7% | $4,653-53.6% | $3,952-45.3% |
| Admin fee / account holder | $1,416 | $5,469-74.1% | $6,752-79.0% | $6,260-77.4% |