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 | $47,665 | $63,764-25.2% | $81,930-41.8% | $79,858-40.3% |
| Participation rate | 20.7% | 67.5%-46.8pp | 72.0%-51.3pp | 69.6%-48.9pp |
| Annual return | 13.61% | 22.66%-9.1pp | 29.49%-15.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $174 | $1,795-90.3% | $4,310-96.0% | $2,471-92.9% |
| Participant deferral / active EE | $1,345 | $2,780-51.6% | $7,107-81.1% | $3,740-64.0% |
| Admin fee / account holder | $9,698 | $4,426+119.1% | $5,158+88.0% | $5,306+82.8% |