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 | $59,352 | $91,190-34.9% | $178,490-66.7% | $79,858-25.7% |
| Participation rate | 25.6% | 69.2%-43.6pp | 81.9%-56.3pp | 69.6%-44.0pp |
| Annual return | 13.32% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $23 | $3,256-99.3% | $5,011-99.5% | $2,471-99.1% |
| Participant deferral / active EE | $1,134 | $3,236-65.0% | $5,202-78.2% | $3,740-69.7% |
| Admin fee / account holder | $2,649 | $6,751-60.8% | $13,984-81.1% | $5,306-50.1% |