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 | $40,717 | $46,869-13.1% | $122,332-66.7% | $70,131-41.9% |
| Participation rate | 29.1% | 58.2%-29.1pp | 71.6%-42.5pp | 69.5%-40.5pp |
| Annual return | 13.51% | 24.22%-10.7pp | 30.27%-16.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,394 | $2,166-35.7% | $3,287-57.6% | $3,332-58.2% |
| Admin fee / account holder | $19,571 | $3,322+489.1% | $5,478+257.3% | $4,645+321.3% |