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 | $43,745 | $62,132-29.6% | $185,823-76.5% | $73,488-40.5% |
| Participation rate | 31.0% | 67.8%-36.8pp | 78.0%-47.1pp | 70.7%-39.7pp |
| Annual return | 23.86% | 20.44%+3.4pp | 35.95%-12.1pp | 28.51%-4.7pp |
| Employer contribution / active EE | $63 | $1,681-96.3% | $4,087-98.5% | $2,270-97.2% |
| Participant deferral / active EE | $2,143 | $3,711-42.3% | $5,632-62.0% | $3,740-42.7% |
| Admin fee / account holder | $2,352 | $419+461.6% | $9,500-75.2% | $513+358.4% |