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 | $32,322 | $85,202-62.1% | $172,739-81.3% | $72,985-55.7% |
| Participation rate | 40.5% | 70.1%-29.5pp | 82.6%-42.1pp | 69.5%-28.9pp |
| Annual return | 33.92% | 27.32%+6.6pp | 802.84%-768.9pp | 81.00%-47.1pp |
| Employer contribution / active EE | $383 | $3,324-88.5% | $5,143-92.6% | $2,440-84.3% |
| Participant deferral / active EE | $1,151 | $3,260-64.7% | $5,198-77.9% | $3,607-68.1% |
| Admin fee / account holder | $19,158 | $5,884+225.6% | $13,954+37.3% | $5,124+273.9% |