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 | $66,104 | $80,724-18.1% | $103,333-36.0% | $74,495-11.3% |
| Participation rate | 45.5% | 65.7%-20.2pp | 74.5%-29.0pp | 67.2%-21.7pp |
| Annual return | 12.44% | 27.56%-15.1pp | 24.88%-12.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $493 | $3,157-84.4% | $3,868-87.3% | $2,623-81.2% |
| Participant deferral / active EE | $2,386 | $3,860-38.2% | $5,057-52.8% | $4,346-45.1% |
| Admin fee / account holder | $4,463 | $2,368+88.5% | $8,355-46.6% | $1,942+129.8% |