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 | $43,426 | $80,717-46.2% | $154,803-71.9% | $84,808-48.8% |
| Participation rate | 20.2% | 66.8%-46.6pp | 78.1%-57.8pp | 68.3%-48.1pp |
| Annual return | 16.05% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $311 | $2,761-88.8% | $4,305-92.8% | $2,631-88.2% |
| Participant deferral / active EE | $1,006 | $3,303-69.6% | $5,540-81.8% | $4,212-76.1% |
| Admin fee / account holder | $8,652 | $6,746+28.3% | $14,329-39.6% | $7,344+17.8% |