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 | $53,736 | $89,355-39.9% | $141,162-61.9% | $72,985-26.4% |
| Participation rate | 35.7% | 75.1%-39.4pp | 82.5%-46.8pp | 69.5%-33.8pp |
| Annual return | 19.02% | 111.85%-92.8pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $358 | $3,114-88.5% | $4,735-92.4% | $2,440-85.3% |
| Participant deferral / active EE | $2,808 | $5,418-48.2% | $6,709-58.1% | $3,607-22.2% |
| Admin fee / account holder | $1,854 | $5,958-68.9% | $10,261-81.9% | $5,124-63.8% |