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 | $59,103 | $71,050-16.8% | $93,606-36.9% | $80,856-26.9% |
| Participation rate | 55.9% | 60.4%-4.5pp | 68.7%-12.8pp | 67.6%-11.8pp |
| Annual return | 10.62% | 11.26%-0.6pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $171 | $1,564-89.1% | $2,420-92.9% | $2,755-93.8% |
| Participant deferral / active EE | $1,711 | $4,034-57.6% | $4,411-61.2% | $4,296-60.2% |
| Admin fee / account holder | $412 | $6,945-94.1% | $8,285-95.0% | $6,918-94.0% |