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 | $40,005 | $95,803-58.2% | $113,168-64.6% | $84,808-52.8% |
| Participation rate | 43.6% | 72.9%-29.3pp | 76.6%-33.0pp | 68.3%-24.7pp |
| Annual return | 19.44% | 25.00%-5.6pp | 24.27%-4.8pp | 40.90%-21.5pp |
| Employer contribution / active EE | $365 | $2,360-84.5% | $2,975-87.7% | $2,631-86.1% |
| Participant deferral / active EE | $2,591 | $4,242-38.9% | $5,107-49.3% | $4,212-38.5% |
| Admin fee / account holder | $13,743 | $8,989+52.9% | $12,068+13.9% | $7,344+87.1% |