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 | $48,305 | $63,346-23.7% | $92,233-47.6% | $70,131-31.1% |
| Participation rate | 46.9% | 68.7%-21.7pp | 76.5%-29.5pp | 69.5%-22.6pp |
| Annual return | 14.18% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $296 | $2,471-88.0% | $3,679-92.0% | $2,342-87.4% |
| Participant deferral / active EE | $1,519 | $2,854-46.8% | $3,897-61.0% | $3,332-54.4% |
| Admin fee / account holder | $1,982 | $3,840-48.4% | $5,194-61.8% | $4,645-57.3% |