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 | $46,458 | $78,672-40.9% | $109,143-57.4% | $85,850-45.9% |
| Participation rate | 42.2% | 68.3%-26.1pp | 75.9%-33.7pp | 69.3%-27.1pp |
| Annual return | 29.50% | 25.09%+4.4pp | 25.75%+3.8pp | 318.53%-289.0pp |
| Employer contribution / active EE | $527 | $2,735-80.7% | $3,722-85.8% | $2,565-79.5% |
| Participant deferral / active EE | $1,879 | $3,467-45.8% | $4,653-59.6% | $3,952-52.4% |
| Admin fee / account holder | $522 | $5,469-90.5% | $6,752-92.3% | $6,260-91.7% |