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 | $44,854 | $58,512-23.3% | $84,015-46.6% | $72,985-38.5% |
| Participation rate | 49.1% | 61.2%-12.1pp | 69.0%-19.9pp | 69.5%-20.4pp |
| Annual return | 20.14% | 28.93%-8.8pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,605 | $2,394-33.0% | $3,239-50.4% | $3,607-55.5% |
| Admin fee / account holder | $1,251 | $4,569-72.6% | $6,101-79.5% | $5,124-75.6% |