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 | $45,638 | $65,365-30.2% | $92,893-50.9% | $72,985-37.5% |
| Participation rate | 17.9% | 68.3%-50.4pp | 76.0%-58.1pp | 69.5%-51.5pp |
| Annual return | 16.40% | 42.10%-25.7pp | 109.41%-93.0pp | 81.00%-64.6pp |
| Employer contribution / active EE | $11 | $2,594-99.6% | $3,653-99.7% | $2,440-99.5% |
| Participant deferral / active EE | $1,705 | $3,128-45.5% | $4,236-59.7% | $3,607-52.7% |
| Admin fee / account holder | $4,897 | $4,251+15.2% | $5,794-15.5% | $5,124-4.4% |