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 | $63,524 | $71,050-10.6% | $93,606-32.1% | $80,856-21.4% |
| Participation rate | 44.4% | 60.4%-16.0pp | 68.7%-24.3pp | 67.6%-23.2pp |
| Annual return | 11.64% | 11.26%+0.4pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,108 | $4,034-47.7% | $4,411-52.2% | $4,296-50.9% |
| Admin fee / account holder | $771 | $6,945-88.9% | $8,285-90.7% | $6,918-88.9% |