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 | $58,875 | $83,477-29.5% | $125,175-53.0% | $72,985-19.3% |
| Participation rate | 21.4% | 73.3%-51.9pp | 79.8%-58.4pp | 69.5%-48.1pp |
| Annual return | 30.45% | 25.78%+4.7pp | 43.79%-13.3pp | 81.00%-50.6pp |
| Employer contribution / active EE | $155 | $2,345-93.4% | $3,865-96.0% | $2,440-93.7% |
| Participant deferral / active EE | $2,847 | $3,585-20.6% | $4,937-42.3% | $3,607-21.1% |
| Admin fee / account holder | $325 | $5,517-94.1% | $9,702-96.7% | $5,124-93.7% |