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 | $38,162 | $80,717-52.7% | $154,803-75.3% | $84,808-55.0% |
| Participation rate | 43.4% | 66.8%-23.4pp | 78.1%-34.6pp | 68.3%-24.9pp |
| Annual return | 18.61% | 37.96%-19.3pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,102 | $3,303-66.6% | $5,540-80.1% | $4,212-73.8% |
| Admin fee / account holder | $6,271 | $6,746-7.0% | $14,329-56.2% | $7,344-14.6% |