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 | $49,289 | $117,381-58.0% | $99,443-50.4% | $152,861-67.8% |
| Participation rate | 54.5% | 77.5%-23.0pp | 73.8%-19.3pp | 82.4%-27.9pp |
| Annual return | 17.56% | 31.87%-14.3pp | 30.72%-13.2pp | 345.32%-327.8pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $824 | $4,086-79.8% | $3,619-77.2% | $5,850-85.9% |
| Admin fee / account holder | $337 | $7,631-95.6% | $6,250-94.6% | $11,596-97.1% |