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 | $35,959 | $65,365-45.0% | $92,893-61.3% | $72,985-50.7% |
| Participation rate | 34.1% | 68.3%-34.2pp | 76.0%-41.9pp | 69.5%-35.3pp |
| Annual return | 28.75% | 42.10%-13.4pp | 109.41%-80.7pp | 81.00%-52.3pp |
| Employer contribution / active EE | $70 | $2,594-97.3% | $3,653-98.1% | $2,440-97.1% |
| Participant deferral / active EE | $1,395 | $3,128-55.4% | $4,236-67.1% | $3,607-61.3% |
| Admin fee / account holder | $6,243 | $4,251+46.9% | $5,794+7.8% | $5,124+21.8% |