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 | $41,853 | $41,377+1.1% | $109,313-61.7% | $62,891-33.5% |
| Participation rate | 32.7% | 57.5%-24.9pp | 71.3%-38.6pp | 69.3%-36.7pp |
| Annual return | 5.84% | 11.05%-5.2pp | 22.07%-16.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $948 | $2,045-53.7% | $3,166-70.1% | $3,203-70.4% |
| Admin fee / account holder | $6,491 | $2,884+125.1% | $5,666+14.6% | $4,296+51.1% |