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 | $33,545 | $102,317-67.2% | $146,958-77.2% | $80,856-58.5% |
| Participation rate | 49.1% | 75.8%-26.7pp | 82.2%-33.1pp | 67.6%-18.5pp |
| Annual return | 14.48% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $841 | $3,713-77.3% | $4,933-82.9% | $2,755-69.5% |
| Participant deferral / active EE | $3,916 | $6,644-41.1% | $8,070-51.5% | $4,296-8.8% |
| Admin fee / account holder | $3,385 | $7,941-57.4% | $12,998-74.0% | $6,918-51.1% |