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 | $66,147 | $81,248-18.6% | $155,509-57.5% | $80,856-18.2% |
| Participation rate | 30.0% | 66.2%-36.2pp | 78.2%-48.2pp | 67.6%-37.6pp |
| Annual return | 32.39% | 33.31%-0.9pp | 64.67%-32.3pp | 35.59%-3.2pp |
| Employer contribution / active EE | $251 | $3,100-91.9% | $4,672-94.6% | $2,755-90.9% |
| Participant deferral / active EE | $994 | $3,452-71.2% | $5,626-82.3% | $4,296-76.9% |
| Admin fee / account holder | $2,219 | $7,997-72.3% | $15,912-86.1% | $6,918-67.9% |