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 | $39,417 | $81,248-51.5% | $155,509-74.7% | $80,856-51.3% |
| Participation rate | 39.5% | 66.2%-26.8pp | 78.2%-38.7pp | 67.6%-28.2pp |
| Annual return | 11.78% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $333 | $3,100-89.2% | $4,672-92.9% | $2,755-87.9% |
| Participant deferral / active EE | $1,549 | $3,452-55.1% | $5,626-72.5% | $4,296-63.9% |
| Admin fee / account holder | $2,194 | $7,997-72.6% | $15,912-86.2% | $6,918-68.3% |