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 | $41,395 | $71,516-42.1% | $98,439-57.9% | $71,457-42.1% |
| Participation rate | 37.7% | 72.7%-35.0pp | 75.2%-37.4pp | 67.9%-30.2pp |
| Annual return | 15.11% | 32.41%-17.3pp | 21.16%-6.0pp | 28.85%-13.7pp |
| Employer contribution / active EE | $503 | $2,399-79.1% | $3,048-83.5% | $2,588-80.6% |
| Participant deferral / active EE | $1,919 | $4,109-53.3% | $4,738-59.5% | $4,289-55.3% |
| Admin fee / account holder | $3,787 | $1,675+126.1% | $8,948-57.7% | $1,587+138.6% |