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 | $48,578 | $65,365-25.7% | $92,893-47.7% | $72,985-33.4% |
| Participation rate | 68.1% | 68.3%-0.3pp | 76.0%-7.9pp | 69.5%-1.4pp |
| Annual return | 17.20% | 42.10%-24.9pp | 109.41%-92.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $243 | $2,594-90.6% | $3,653-93.3% | $2,440-90.0% |
| Participant deferral / active EE | $3,790 | $3,128+21.2% | $4,236-10.5% | $3,607+5.1% |
| Admin fee / account holder | $12,318 | $4,251+189.8% | $5,794+112.6% | $5,124+140.4% |