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 | $47,211 | $56,767-16.8% | $101,794-53.6% | $85,563-44.8% |
| Participation rate | 22.2% | 57.6%-35.4pp | 69.2%-47.0pp | 66.0%-43.7pp |
| Annual return | 17.60% | 17.76%-0.2pp | 30.53%-12.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $108 | $1,112-90.3% | $2,289-95.3% | $2,654-95.9% |
| Participant deferral / active EE | $958 | $2,720-64.8% | $4,084-76.5% | $4,375-78.1% |
| Admin fee / account holder | $870 | $1,098-20.7% | $8,777-90.1% | $834+4.3% |