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 | $38,911 | $72,277-46.2% | $101,248-61.6% | $79,858-51.3% |
| Participation rate | 45.9% | 68.5%-22.6pp | 75.8%-29.9pp | 69.6%-23.8pp |
| Annual return | 10.93% | 22.30%-11.4pp | 46.47%-35.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,475 | $3,282-55.1% | $4,370-66.2% | $3,740-60.6% |
| Admin fee / account holder | $11,975 | $4,400+172.1% | $5,945+101.4% | $5,306+125.7% |