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 | $20,342 | $72,012-71.8% | $185,823-89.1% | $79,858-74.5% |
| Participation rate | 66.0% | 65.8%+0.3pp | 78.0%-12.0pp | 69.6%-3.6pp |
| Annual return | 17.09% | 23.12%-6.0pp | 35.95%-18.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $109 | $1,965-94.5% | $4,087-97.3% | $2,471-95.6% |
| Participant deferral / active EE | $2,274 | $3,779-39.8% | $5,632-59.6% | $3,740-39.2% |
| Admin fee / account holder | $5,077 | $4,513+12.5% | $9,500-46.6% | $5,306-4.3% |