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 | $22,259 | $61,272-63.7% | $149,673-85.1% | $71,457-68.8% |
| Participation rate | 45.5% | 62.5%-17.0pp | 78.8%-33.2pp | 67.9%-22.4pp |
| Annual return | 30.09% | 35.85%-5.8pp | 134.42%-104.3pp | 28.85%+1.2pp |
| Employer contribution / active EE | $266 | $2,378-88.8% | $4,818-94.5% | $2,588-89.7% |
| Participant deferral / active EE | $1,066 | $2,917-63.5% | $5,680-81.2% | $4,289-75.1% |
| Admin fee / account holder | $1,216 | $1,261-3.6% | $13,210-90.8% | $1,587-23.4% |