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 | $48,540 | $78,485-38.2% | $106,213-54.3% | $74,495-34.8% |
| Participation rate | 57.4% | 72.8%-15.4pp | 75.3%-17.9pp | 67.2%-9.8pp |
| Annual return | 12.91% | 15.95%-3.0pp | 116.14%-103.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $605 | $2,523-76.0% | $3,171-80.9% | $2,623-76.9% |
| Participant deferral / active EE | $3,044 | $4,322-29.6% | $5,016-39.3% | $4,346-30.0% |
| Admin fee / account holder | $1,247 | $2,232-44.1% | $11,033-88.7% | $1,942-35.8% |