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 | $40,025 | $58,512-31.6% | $84,015-52.4% | $72,985-45.2% |
| Participation rate | 34.5% | 61.2%-26.7pp | 69.0%-34.5pp | 69.5%-35.0pp |
| Annual return | 27.74% | 28.93%-1.2pp | 71.31%-43.6pp | 81.00%-53.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,556 | $2,394-35.0% | $3,239-51.9% | $3,607-56.9% |
| Admin fee / account holder | $3,001 | $4,569-34.3% | $6,101-50.8% | $5,124-41.4% |