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 | $35,050 | $84,233-58.4% | $170,442-79.4% | $70,131-50.0% |
| Participation rate | 36.4% | 70.8%-34.5pp | 83.6%-47.2pp | 69.5%-33.2pp |
| Annual return | 13.40% | 23.06%-9.7pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,545 | $3,086-49.9% | $4,939-68.7% | $3,332-53.6% |
| Admin fee / account holder | $13,051 | $5,698+129.1% | $13,880-6.0% | $4,645+181.0% |