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 | $40,844 | $45,073-9.4% | $69,455-41.2% | $72,985-44.0% |
| Participation rate | 65.2% | 68.5%-3.3pp | 74.6%-9.5pp | 69.5%-4.3pp |
| Annual return | 21.56% | 22.65%-1.1pp | 28.97%-7.4pp | 81.00%-59.4pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,032 | $2,602-60.3% | $3,535-70.8% | $3,607-71.4% |
| Admin fee / account holder | $1,131 | $3,056-63.0% | $3,839-70.5% | $5,124-77.9% |