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 | $38,473 | $112,881-65.9% | $90,951-57.7% | $158,922-75.8% |
| Participation rate | 27.3% | 74.7%-47.5pp | 69.0%-41.7pp | 82.0%-54.7pp |
| Annual return | 7.94% | 215.79%-207.9pp | 134.60%-126.7pp | 302.83%-294.9pp |
| Employer contribution / active EE | $401 | $2,893-86.1% | $2,122-81.1% | $4,761-91.6% |
| Participant deferral / active EE | $1,725 | $4,128-58.2% | $3,373-48.9% | $5,982-71.2% |
| Admin fee / account holder | $953 | $8,041-88.1% | $5,959-84.0% | $11,246-91.5% |