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 | $54,190 | $89,753-39.6% | $107,525-49.6% | $84,808-36.1% |
| Participation rate | 60.7% | 68.1%-7.3pp | 75.1%-14.4pp | 68.3%-7.6pp |
| Annual return | 15.13% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $343 | $3,113-89.0% | $3,754-90.9% | $2,631-87.0% |
| Participant deferral / active EE | $3,014 | $4,056-25.7% | $5,116-41.1% | $4,212-28.4% |
| Admin fee / account holder | $3,967 | $7,222-45.1% | $8,919-55.5% | $7,344-46.0% |