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 | $15,253 | $77,634-80.4% | $156,549-90.3% | $62,891-75.7% |
| Participation rate | 48.7% | 71.2%-22.5pp | 84.0%-35.3pp | 69.3%-20.6pp |
| Annual return | 4.74% | 50.32%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $910 | $3,045-70.1% | $4,871-81.3% | $3,203-71.6% |
| Admin fee / account holder | $1,522 | $5,561-72.6% | $13,027-88.3% | $4,296-64.6% |