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 | $41,540 | $89,753-53.7% | $107,525-61.4% | $84,808-51.0% |
| Participation rate | 65.6% | 68.1%-2.4pp | 75.1%-9.4pp | 68.3%-2.7pp |
| Annual return | 13.63% | 29.48%-15.8pp | 181.32%-167.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $745 | $3,113-76.1% | $3,754-80.2% | $2,631-71.7% |
| Participant deferral / active EE | $1,861 | $4,056-54.1% | $5,116-63.6% | $4,212-55.8% |
| Admin fee / account holder | $1,610 | $7,222-77.7% | $8,919-81.9% | $7,344-78.1% |