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 | $47,154 | $54,705-13.8% | $71,209-33.8% | $84,808-44.4% |
| Participation rate | 28.7% | 64.1%-35.3pp | 73.8%-45.0pp | 68.3%-39.6pp |
| Annual return | 16.70% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $112 | $2,158-94.8% | $2,721-95.9% | $2,631-95.7% |
| Participant deferral / active EE | $816 | $3,030-73.1% | $4,175-80.5% | $4,212-80.6% |
| Admin fee / account holder | $392 | $4,863-91.9% | $5,349-92.7% | $7,344-94.7% |