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 | $47,781 | $85,766-44.3% | $136,294-64.9% | $70,131-31.9% |
| Participation rate | 56.5% | 74.2%-17.7pp | 81.9%-25.5pp | 69.5%-13.1pp |
| Annual return | 18.89% | 31.45%-12.6pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $163 | $2,966-94.5% | $4,695-96.5% | $2,342-93.0% |
| Participant deferral / active EE | $3,016 | $5,051-40.3% | $6,247-51.7% | $3,332-9.5% |
| Admin fee / account holder | $9,255 | $5,420+70.7% | $9,243+0.1% | $4,645+99.2% |