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 | $55,505 | $58,208-4.6% | $81,812-32.2% | $80,856-31.4% |
| Participation rate | 56.4% | 63.4%-7.0pp | 72.3%-16.0pp | 67.6%-11.3pp |
| Annual return | 11.59% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $188 | $2,340-92.0% | $2,912-93.5% | $2,755-93.2% |
| Participant deferral / active EE | $1,921 | $3,281-41.5% | $4,319-55.5% | $4,296-55.3% |
| Admin fee / account holder | $7,887 | $4,981+58.3% | $7,386+6.8% | $6,918+14.0% |