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 | $41,864 | $78,422-46.6% | $95,952-56.4% | $79,858-47.6% |
| Participation rate | 47.2% | 73.5%-26.3pp | 77.1%-29.9pp | 69.6%-22.4pp |
| Annual return | 14.52% | 19.37%-4.8pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $364 | $1,945-81.3% | $2,541-85.7% | $2,471-85.3% |
| Participant deferral / active EE | $1,890 | $3,440-45.0% | $4,167-54.6% | $3,740-49.5% |
| Admin fee / account holder | $8,718 | $5,622+55.1% | $6,795+28.3% | $5,306+64.3% |