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 | $54,744 | $76,000-28.0% | $154,107-64.5% | $64,186-14.7% |
| Participation rate | 57.6% | 70.4%-12.8pp | 83.0%-25.5pp | 69.6%-12.0pp |
| Annual return | -7.75% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $338 | $3,351-89.9% | $5,298-93.6% | $2,381-85.8% |
| Participant deferral / active EE | $1,747 | $3,175-45.0% | $5,081-65.6% | $3,470-49.6% |
| Admin fee / account holder | $3,147 | $5,596-43.8% | $13,411-76.5% | $4,888-35.6% |