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 | $30,165 | $48,364-37.6% | $71,796-58.0% | $62,891-52.0% |
| Participation rate | 43.2% | 60.6%-17.4pp | 69.1%-25.9pp | 69.3%-26.1pp |
| Annual return | 14.77% | 13.16%+1.6pp | 78.04%-63.3pp | 20.14%-5.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,135 | $2,091+2.1% | $2,794-23.6% | $3,203-33.4% |
| Admin fee / account holder | $1,739 | $3,771-53.9% | $4,815-63.9% | $4,296-59.5% |