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 | $48,027 | $48,230-0.4% | $67,502-28.9% | $80,856-40.6% |
| Participation rate | 31.4% | 66.4%-35.0pp | 72.9%-41.5pp | 67.6%-36.3pp |
| Annual return | 16.00% | 18.28%-2.3pp | 3512.12%-3496.1pp | 35.59%-19.6pp |
| Employer contribution / active EE | $124 | $2,020-93.9% | $2,731-95.5% | $2,755-95.5% |
| Participant deferral / active EE | $1,096 | $2,924-62.5% | $4,000-72.6% | $4,296-74.5% |
| Admin fee / account holder | $16,187 | $3,681+339.7% | $3,998+304.9% | $6,918+134.0% |