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 | $43,994 | $48,795-9.8% | $65,493-32.8% | $84,808-48.1% |
| Participation rate | 69.6% | 67.0%+2.6pp | 73.1%-3.5pp | 68.3%+1.3pp |
| Annual return | 12.71% | 20.20%-7.5pp | 982.45%-969.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $316 | $1,930-83.6% | $2,574-87.7% | $2,631-88.0% |
| Participant deferral / active EE | $947 | $2,928-67.7% | $3,961-76.1% | $4,212-77.5% |
| Admin fee / account holder | $3,508 | $3,877-9.5% | $5,028-30.2% | $7,344-52.2% |