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 | $34,398 | $58,512-41.2% | $84,015-59.1% | $72,985-52.9% |
| Participation rate | 40.9% | 61.2%-20.3pp | 69.0%-28.1pp | 69.5%-28.6pp |
| Annual return | 21.20% | 28.93%-7.7pp | 71.31%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,687 | $2,394-29.5% | $3,239-47.9% | $3,607-53.2% |
| Admin fee / account holder | $1,975 | $4,569-56.8% | $6,101-67.6% | $5,124-61.5% |