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 | $36,025 | $84,233-57.2% | $170,442-78.9% | $70,131-48.6% |
| Participation rate | 62.5% | 70.8%-8.3pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 14.54% | 23.06%-8.5pp | 205.93%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,928 | $3,086-37.5% | $4,939-61.0% | $3,332-42.1% |
| Admin fee / account holder | $4,079 | $5,698-28.4% | $13,880-70.6% | $4,645-12.2% |