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 | $35,436 | $118,680-70.1% | $98,907-64.2% | $158,922-77.7% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 17.67% | 372.35%-354.7pp | 196.43%-178.8pp | 302.83%-285.2pp |
| Employer contribution / active EE | $346 | $3,333-89.6% | $2,689-87.1% | $4,761-92.7% |
| Participant deferral / active EE | $1,387 | $5,088-72.7% | $4,244-67.3% | $5,982-76.8% |
| Admin fee / account holder | $1,430 | $10,131-85.9% | $6,642-78.5% | $11,246-87.3% |