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 | $24,254 | $54,541-55.5% | $78,778-69.2% | $70,131-65.4% |
| Participation rate | 43.2% | 60.8%-17.6pp | 69.2%-25.9pp | 69.5%-26.3pp |
| Annual return | 15.74% | 21.07%-5.3pp | 35.62%-19.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,408 | $2,210+8.9% | $2,958-18.6% | $3,332-27.7% |
| Admin fee / account holder | $1,613 | $3,709-56.5% | $5,134-68.6% | $4,645-65.3% |