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 | $46,251 | $81,248-43.1% | $155,509-70.3% | $80,856-42.8% |
| Participation rate | 44.0% | 66.2%-22.2pp | 78.2%-34.2pp | 67.6%-23.6pp |
| Annual return | 12.23% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $141 | $3,100-95.4% | $4,672-97.0% | $2,755-94.9% |
| Participant deferral / active EE | $2,736 | $3,452-20.7% | $5,626-51.4% | $4,296-36.3% |
| Admin fee / account holder | $1,185 | $7,997-85.2% | $15,912-92.6% | $6,918-82.9% |