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 | $42,359 | $118,680-64.3% | $98,907-57.2% | $158,922-73.3% |
| Participation rate | 45.5% | 77.8%-32.4pp | 76.0%-30.6pp | 82.0%-36.5pp |
| Annual return | 21.88% | 372.35%-350.5pp | 196.43%-174.6pp | 302.83%-280.9pp |
| Employer contribution / active EE | $386 | $3,333-88.4% | $2,689-85.6% | $4,761-91.9% |
| Participant deferral / active EE | $2,404 | $5,088-52.8% | $4,244-43.4% | $5,982-59.8% |
| Admin fee / account holder | $2,040 | $10,131-79.9% | $6,642-69.3% | $11,246-81.9% |