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 | $59,248 | $80,717-26.6% | $154,803-61.7% | $84,808-30.1% |
| Participation rate | 38.5% | 66.8%-28.3pp | 78.1%-39.6pp | 68.3%-29.8pp |
| Annual return | 13.50% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $129 | $2,761-95.3% | $4,305-97.0% | $2,631-95.1% |
| Participant deferral / active EE | $2,576 | $3,303-22.0% | $5,540-53.5% | $4,212-38.8% |
| Admin fee / account holder | $1,401 | $6,746-79.2% | $14,329-90.2% | $7,344-80.9% |