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 | $51,126 | $84,233-39.3% | $170,442-70.0% | $70,131-27.1% |
| Participation rate | 38.5% | 70.8%-32.4pp | 83.6%-45.1pp | 69.5%-31.1pp |
| Annual return | 18.75% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $66 | $3,387-98.1% | $5,433-98.8% | $2,342-97.2% |
| Participant deferral / active EE | $1,793 | $3,086-41.9% | $4,939-63.7% | $3,332-46.2% |
| Admin fee / account holder | $3,824 | $5,698-32.9% | $13,880-72.5% | $4,645-17.7% |