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 | $37,722 | $93,170-59.5% | $100,534-62.5% | $84,808-55.5% |
| Participation rate | 51.2% | 75.8%-24.6pp | 80.6%-29.4pp | 68.3%-17.1pp |
| Annual return | 16.71% | 47.13%-30.4pp | 32.66%-16.0pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,117 | $3,985-72.0% | $4,346-74.3% | $2,631-57.6% |
| Participant deferral / active EE | $2,453 | $5,699-57.0% | $6,144-60.1% | $4,212-41.8% |
| Admin fee / account holder | $1,649 | $7,382-77.7% | $7,654-78.5% | $7,344-77.6% |