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 | $47,440 | $58,512-18.9% | $84,015-43.5% | $72,985-35.0% |
| Participation rate | 58.5% | 61.2%-2.7pp | 69.0%-10.5pp | 69.5%-11.0pp |
| Annual return | 19.32% | 28.93%-9.6pp | 71.31%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $213 | $1,163-81.7% | $1,983-89.3% | $2,440-91.3% |
| Participant deferral / active EE | $2,195 | $2,394-8.3% | $3,239-32.2% | $3,607-39.2% |
| Admin fee / account holder | $1,527 | $4,569-66.6% | $6,101-75.0% | $5,124-70.2% |