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 | $53,650 | $85,766-37.4% | $136,294-60.6% | $70,131-23.5% |
| Participation rate | 34.7% | 74.2%-39.5pp | 81.9%-47.2pp | 69.5%-34.8pp |
| Annual return | 16.10% | 31.45%-15.4pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $61 | $2,966-98.0% | $4,695-98.7% | $2,342-97.4% |
| Participant deferral / active EE | $2,256 | $5,051-55.3% | $6,247-63.9% | $3,332-32.3% |
| Admin fee / account holder | $2,096 | $5,420-61.3% | $9,243-77.3% | $4,645-54.9% |