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 | $48,224 | $51,466-6.3% | $78,778-38.8% | $62,292-22.6% |
| Participation rate | 44.8% | 59.8%-15.0pp | 69.2%-24.4pp | 69.5%-24.8pp |
| Annual return | 15.41% | 19.96%-4.5pp | 35.62%-20.2pp | 28.90%-13.5pp |
| Employer contribution / active EE | $137 | $827-83.4% | $1,986-93.1% | $2,042-93.3% |
| Participant deferral / active EE | $1,791 | $2,147-16.6% | $2,958-39.4% | $3,169-43.5% |
| Admin fee / account holder | $1,636 | $489+234.3% | $5,134-68.1% | $479+241.3% |