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 | $53,331 | $72,012-25.9% | $185,823-71.3% | $79,858-33.2% |
| Participation rate | 55.3% | 65.8%-10.5pp | 78.0%-22.8pp | 69.6%-14.4pp |
| Annual return | 12.82% | 23.12%-10.3pp | 35.95%-23.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $300 | $1,965-84.8% | $4,087-92.7% | $2,471-87.9% |
| Participant deferral / active EE | $2,279 | $3,779-39.7% | $5,632-59.5% | $3,740-39.1% |
| Admin fee / account holder | $2,475 | $4,513-45.2% | $9,500-73.9% | $5,306-53.4% |