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 | $51,876 | $93,571-44.6% | $135,903-61.8% | $75,163-31.0% |
| Participation rate | 36.5% | 75.2%-38.6pp | 81.9%-45.4pp | 67.2%-30.7pp |
| Annual return | 23.46% | 30.90%-7.4pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $32 | $3,537-99.1% | $4,856-99.3% | $2,670-98.8% |
| Participant deferral / active EE | $3,615 | $6,404-43.5% | $7,758-53.4% | $4,125-12.4% |
| Admin fee / account holder | $5,965 | $6,975-14.5% | $10,762-44.6% | $5,651+5.6% |