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 | $44,291 | $89,753-50.7% | $107,525-58.8% | $84,808-47.8% |
| Participation rate | 30.2% | 68.1%-37.9pp | 75.1%-44.9pp | 68.3%-38.1pp |
| Annual return | 19.63% | 29.48%-9.8pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $801 | $3,113-74.3% | $3,754-78.7% | $2,631-69.6% |
| Participant deferral / active EE | $2,361 | $4,056-41.8% | $5,116-53.8% | $4,212-43.9% |
| Admin fee / account holder | $1,216 | $7,222-83.2% | $8,919-86.4% | $7,344-83.4% |