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 | $43,180 | $56,897-24.1% | $84,750-49.1% | $62,891-31.3% |
| Participation rate | 45.9% | 68.5%-22.6pp | 76.6%-30.7pp | 69.3%-23.4pp |
| Annual return | 4.75% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $252 | $2,400-89.5% | $3,574-93.0% | $2,281-89.0% |
| Participant deferral / active EE | $1,471 | $2,709-45.7% | $3,712-60.4% | $3,203-54.1% |
| Admin fee / account holder | $2,148 | $3,581-40.0% | $5,332-59.7% | $4,296-50.0% |