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 | $21,185 | $54,762-61.3% | $90,281-76.5% | $72,985-71.0% |
| Participation rate | 42.6% | 65.1%-22.6pp | 73.3%-30.7pp | 69.5%-26.9pp |
| Annual return | 17.68% | 30.63%-13.0pp | 78.10%-60.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,273 | $2,887-55.9% | $3,885-67.2% | $3,607-64.7% |
| Admin fee / account holder | $3,389 | $3,972-14.7% | $5,351-36.7% | $5,124-33.9% |