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 | $30,654 | $48,795-37.2% | $65,493-53.2% | $84,808-63.9% |
| Participation rate | 43.7% | 67.0%-23.3pp | 73.1%-29.4pp | 68.3%-24.6pp |
| Annual return | 11.88% | 20.20%-8.3pp | 982.45%-970.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $337 | $1,930-82.5% | $2,574-86.9% | $2,631-87.2% |
| Participant deferral / active EE | $912 | $2,928-68.8% | $3,961-77.0% | $4,212-78.3% |
| Admin fee / account holder | $13,663 | $3,877+252.4% | $5,028+171.7% | $7,344+86.0% |