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 | $41,355 | $51,045-19.0% | $70,515-41.4% | $71,457-42.1% |
| Participation rate | 35.7% | 59.4%-23.7pp | 68.3%-32.6pp | 67.9%-32.2pp |
| Annual return | 19.48% | 42.63%-23.1pp | 32.77%-13.3pp | 28.85%-9.4pp |
| Employer contribution / active EE | $100 | $1,790-94.4% | $2,973-96.6% | $2,588-96.1% |
| Participant deferral / active EE | $1,432 | $3,026-52.7% | $4,567-68.6% | $4,289-66.6% |
| Admin fee / account holder | $2,540 | $1,994+27.4% | $6,412-60.4% | $1,587+60.0% |