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 | $54,917 | $69,977-21.5% | $108,579-49.4% | $62,891-12.7% |
| Participation rate | 41.4% | 72.9%-31.5pp | 79.6%-38.2pp | 69.3%-27.9pp |
| Annual return | 8.09% | 10.73%-2.6pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,799 | $3,165-43.2% | $4,311-58.3% | $3,203-43.8% |
| Admin fee / account holder | $3,514 | $5,076-30.8% | $7,645-54.0% | $4,296-18.2% |