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 | $48,366 | $45,073+7.3% | $69,455-30.4% | $72,985-33.7% |
| Participation rate | 30.2% | 68.5%-38.3pp | 74.6%-44.4pp | 69.5%-39.3pp |
| Annual return | 16.62% | 22.65%-6.0pp | 28.97%-12.3pp | 81.00%-64.4pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $790 | $2,602-69.6% | $3,535-77.7% | $3,607-78.1% |
| Admin fee / account holder | $2,817 | $3,056-7.8% | $3,839-26.6% | $5,124-45.0% |