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 | $51,919 | $89,753-42.2% | $107,525-51.7% | $84,808-38.8% |
| Participation rate | 51.2% | 68.1%-16.8pp | 75.1%-23.9pp | 68.3%-17.1pp |
| Annual return | 19.18% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $788 | $3,113-74.7% | $3,754-79.0% | $2,631-70.1% |
| Participant deferral / active EE | $2,225 | $4,056-45.1% | $5,116-56.5% | $4,212-47.2% |
| Admin fee / account holder | $9,284 | $7,222+28.6% | $8,919+4.1% | $7,344+26.4% |