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 | $37,699 | $85,202-55.8% | $172,739-78.2% | $72,985-48.3% |
| Participation rate | 39.6% | 70.1%-30.5pp | 82.6%-43.1pp | 69.5%-29.9pp |
| Annual return | 22.65% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $231 | $3,324-93.0% | $5,143-95.5% | $2,440-90.5% |
| Participant deferral / active EE | $930 | $3,260-71.5% | $5,198-82.1% | $3,607-74.2% |
| Admin fee / account holder | $1,183 | $5,884-79.9% | $13,954-91.5% | $5,124-76.9% |