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 | $35,395 | $62,573-43.4% | $85,682-58.7% | $85,850-58.8% |
| Participation rate | 67.6% | 61.1%+6.4pp | 69.9%-2.3pp | 69.3%-1.7pp |
| Annual return | 11.60% | 23.77%-12.2pp | 21.49%-9.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $214 | $1,757-87.8% | $2,618-91.8% | $2,565-91.7% |
| Participant deferral / active EE | $1,342 | $2,802-52.1% | $3,923-65.8% | $3,952-66.0% |
| Admin fee / account holder | $2,835 | $4,640-38.9% | $6,873-58.7% | $6,260-54.7% |