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 | $44,818 | $105,181-57.4% | $159,436-71.9% | $85,850-47.8% |
| Participation rate | 35.0% | 75.8%-40.8pp | 82.8%-47.8pp | 69.3%-34.3pp |
| Annual return | 21.33% | 45.07%-23.7pp | 263.57%-242.2pp | 318.53%-297.2pp |
| Employer contribution / active EE | $49 | $3,318-98.5% | $4,829-99.0% | $2,565-98.1% |
| Participant deferral / active EE | $5,242 | $5,945-11.8% | $7,352-28.7% | $3,952+32.7% |
| Admin fee / account holder | $1,785 | $6,933-74.3% | $10,799-83.5% | $6,260-71.5% |