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 | $36,576 | $79,944-54.2% | $98,439-62.8% | $75,163-51.3% |
| Participation rate | 38.2% | 70.4%-32.1pp | 75.2%-36.9pp | 67.2%-29.0pp |
| Annual return | 18.40% | 19.75%-1.4pp | 21.16%-2.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,889 | $3,752-49.7% | $4,738-60.1% | $4,125-54.2% |
| Admin fee / account holder | $5,197 | $6,840-24.0% | $8,948-41.9% | $5,651-8.0% |