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 | $47,485 | $91,552-48.1% | $133,956-64.6% | $79,858-40.5% |
| Participation rate | 40.3% | 73.3%-33.1pp | 79.8%-39.6pp | 69.6%-29.4pp |
| Annual return | 17.45% | 61.85%-44.4pp | 45.09%-27.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $501 | $2,384-79.0% | $3,919-87.2% | $2,471-79.7% |
| Participant deferral / active EE | $3,053 | $3,733-18.2% | $5,048-39.5% | $3,740-18.4% |
| Admin fee / account holder | $4,193 | $6,321-33.7% | $8,927-53.0% | $5,306-21.0% |