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 | $33,724 | $78,672-57.1% | $109,143-69.1% | $85,850-60.7% |
| Participation rate | 56.2% | 68.3%-12.1pp | 75.9%-19.7pp | 69.3%-13.1pp |
| Annual return | 14.92% | 25.09%-10.2pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $13 | $2,735-99.5% | $3,722-99.6% | $2,565-99.5% |
| Participant deferral / active EE | $2,627 | $3,467-24.2% | $4,653-43.5% | $3,952-33.5% |
| Admin fee / account holder | $1,190 | $5,469-78.2% | $6,752-82.4% | $6,260-81.0% |