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 | $46,979 | $115,770-59.4% | $101,248-53.6% | $158,922-70.4% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 12.25% | 56.14%-43.9pp | 46.47%-34.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $447 | $4,175-89.3% | $3,660-87.8% | $4,761-90.6% |
| Participant deferral / active EE | $1,986 | $4,957-59.9% | $4,370-54.6% | $5,982-66.8% |
| Admin fee / account holder | $4,342 | $7,245-40.1% | $5,945-27.0% | $11,246-61.4% |