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 | $44,681 | $84,233-47.0% | $170,442-73.8% | $70,131-36.3% |
| Participation rate | 63.9% | 70.8%-6.9pp | 83.6%-19.7pp | 69.5%-5.6pp |
| Annual return | 18.45% | 23.06%-4.6pp | 205.93%-187.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $272 | $3,387-92.0% | $5,433-95.0% | $2,342-88.4% |
| Participant deferral / active EE | $2,117 | $3,086-31.4% | $4,939-57.1% | $3,332-36.5% |
| Admin fee / account holder | $899 | $5,698-84.2% | $13,880-93.5% | $4,645-80.6% |