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 | $41,459 | $78,672-47.3% | $109,143-62.0% | $85,850-51.7% |
| Participation rate | 63.2% | 68.3%-5.1pp | 75.9%-12.7pp | 69.3%-6.2pp |
| Annual return | 12.13% | 25.09%-13.0pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $591 | $2,735-78.4% | $3,722-84.1% | $2,565-76.9% |
| Participant deferral / active EE | $2,371 | $3,467-31.6% | $4,653-49.0% | $3,952-40.0% |
| Admin fee / account holder | $19,897 | $5,469+263.8% | $6,752+194.7% | $6,260+217.9% |