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 | $19,987 | $72,012-72.2% | $185,823-89.2% | $79,858-75.0% |
| Participation rate | 67.6% | 65.8%+1.9pp | 78.0%-10.4pp | 69.6%-2.0pp |
| Annual return | 11.68% | 23.12%-11.4pp | 35.95%-24.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,758 | $3,779-27.0% | $5,632-51.0% | $3,740-26.3% |
| Admin fee / account holder | $1,911 | $4,513-57.6% | $9,500-79.9% | $5,306-64.0% |