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 | $41,844 | $98,750-57.6% | $149,696-72.0% | $79,858-47.6% |
| Participation rate | 34.6% | 75.8%-41.2pp | 82.5%-47.9pp | 69.6%-35.0pp |
| Annual return | 32.78% | 27.43%+5.4pp | 276.60%-243.8pp | 31.71%+1.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,256 | $5,680-42.7% | $6,842-52.4% | $3,740-12.9% |
| Admin fee / account holder | $660 | $6,053-89.1% | $9,309-92.9% | $5,306-87.6% |