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 | $61,903 | $71,050-12.9% | $93,606-33.9% | $80,856-23.4% |
| Participation rate | 52.9% | 60.4%-7.6pp | 68.7%-15.9pp | 67.6%-14.8pp |
| Annual return | 37.92% | 11.26%+26.7pp | 133.20%-95.3pp | 35.59%+2.3pp |
| Employer contribution / active EE | $94 | $1,564-94.0% | $2,420-96.1% | $2,755-96.6% |
| Participant deferral / active EE | $2,216 | $4,034-45.1% | $4,411-49.8% | $4,296-48.4% |
| Admin fee / account holder | $1,217 | $6,945-82.5% | $8,285-85.3% | $6,918-82.4% |