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 | $24,081 | $62,573-61.5% | $85,682-71.9% | $85,850-71.9% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.9%-9.9pp | 69.3%-9.3pp |
| Annual return | 12.71% | 23.77%-11.1pp | 21.49%-8.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | -$147 | $1,757-108.4% | $2,618-105.6% | $2,565-105.7% |
| Participant deferral / active EE | $1,950 | $2,802-30.4% | $3,923-50.3% | $3,952-50.7% |
| Admin fee / account holder | $1,166 | $4,640-74.9% | $6,873-83.0% | $6,260-81.4% |