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 | $56,227 | $100,754-44.2% | $86,677-35.1% | $134,475-58.2% |
| Participation rate | 58.8% | 78.9%-20.1pp | 76.6%-17.8pp | 81.2%-22.4pp |
| Annual return | -17.59% | 29.04%-46.6pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $459 | $3,489-86.9% | $2,836-83.8% | $4,740-90.3% |
| Participant deferral / active EE | $2,730 | $5,338-48.8% | $4,656-41.4% | $6,400-57.3% |
| Admin fee / account holder | $1,600 | $10,926-85.4% | $7,493-78.7% | $11,426-86.0% |