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 | $47,623 | $152,587-68.8% | $125,175-62.0% | $152,861-68.8% |
| Participation rate | 46.2% | 83.3%-37.2pp | 79.8%-33.6pp | 82.4%-36.3pp |
| Annual return | 12.99% | 54.84%-41.8pp | 43.79%-30.8pp | 345.32%-332.3pp |
| Employer contribution / active EE | $908 | $4,946-81.6% | $3,865-76.5% | $4,762-80.9% |
| Participant deferral / active EE | $3,034 | $5,868-48.3% | $4,937-38.5% | $5,850-48.1% |
| Admin fee / account holder | $96,980 | $13,434+621.9% | $9,702+899.6% | $11,596+736.3% |