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 | $26,586 | $93,571-71.6% | $135,903-80.4% | $75,163-64.6% |
| Participation rate | 58.5% | 75.2%-16.6pp | 81.9%-23.4pp | 67.2%-8.7pp |
| Annual return | 16.88% | 30.90%-14.0pp | 68.23%-51.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $265 | $3,537-92.5% | $4,856-94.6% | $2,670-90.1% |
| Participant deferral / active EE | $3,194 | $6,404-50.1% | $7,758-58.8% | $4,125-22.6% |
| Admin fee / account holder | $3,675 | $6,975-47.3% | $10,762-65.9% | $5,651-35.0% |