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 | $45,957 | $68,719-33.1% | $91,541-49.8% | $84,808-45.8% |
| Participation rate | 52.0% | 64.5%-12.5pp | 69.8%-17.8pp | 68.3%-16.3pp |
| Annual return | 23.58% | 19.12%+4.5pp | 20.50%+3.1pp | 40.90%-17.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,870 | $3,136+23.4% | $4,008-3.4% | $4,212-8.1% |
| Admin fee / account holder | $10,852 | $5,786+87.5% | $6,956+56.0% | $7,344+47.8% |