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 | $54,926 | $96,557-43.1% | $80,975-32.2% | $273,961-80.0% |
| Participation rate | 55.0% | 79.1%-24.1pp | 75.8%-20.8pp | 83.0%-28.0pp |
| Annual return | 5.11% | 15.14%-10.0pp | 17.10%-12.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,100 | $6,598-68.2% | $5,696-63.1% | $5,287-60.3% |
| Admin fee / account holder | $694 | $7,492-90.7% | $5,516-87.4% | $10,132-93.2% |