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 | $42,152 | $71,050-40.7% | $93,606-55.0% | $80,856-47.9% |
| Participation rate | 51.9% | 60.4%-8.6pp | 68.7%-16.9pp | 67.6%-15.8pp |
| Annual return | 14.40% | 11.26%+3.1pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $291 | $1,564-81.4% | $2,420-88.0% | $2,755-89.4% |
| Participant deferral / active EE | $2,744 | $4,034-32.0% | $4,411-37.8% | $4,296-36.1% |
| Admin fee / account holder | $18,421 | $6,945+165.2% | $8,285+122.3% | $6,918+166.3% |