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 | $18,015 | $81,248-77.8% | $155,509-88.4% | $80,856-77.7% |
| Participation rate | 48.7% | 66.2%-17.5pp | 78.2%-29.5pp | 67.6%-18.9pp |
| Annual return | 16.71% | 33.31%-16.6pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $287 | $3,100-90.8% | $4,672-93.9% | $2,755-89.6% |
| Participant deferral / active EE | $1,421 | $3,452-58.8% | $5,626-74.7% | $4,296-66.9% |
| Admin fee / account holder | $6,260 | $7,997-21.7% | $15,912-60.7% | $6,918-9.5% |