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 | $49,737 | $104,251-52.3% | $91,001-45.3% | $147,584-66.3% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.6%-12.0pp | 82.8%-19.2pp |
| Annual return | 22.11% | 27.06%-5.0pp | 4.60%+17.5pp | 578.55%-556.4pp |
| Employer contribution / active EE | $389 | $3,116-87.5% | $2,456-84.1% | $4,876-92.0% |
| Participant deferral / active EE | $5,485 | $4,195+30.7% | $3,547+54.6% | $5,439+0.8% |
| Admin fee / account holder | $2,876 | $8,948-67.9% | $5,417-46.9% | $10,885-73.6% |