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 | $32,341 | $149,679-78.4% | $117,039-72.4% | $147,584-78.1% |
| Participation rate | 60.0% | 83.5%-23.5pp | 77.2%-17.2pp | 82.8%-22.8pp |
| Annual return | 24.20% | 19.31%+4.9pp | 18.95%+5.2pp | 578.55%-554.4pp |
| Employer contribution / active EE | $749 | $4,937-84.8% | $3,785-80.2% | $4,876-84.6% |
| Participant deferral / active EE | $2,564 | $4,912-47.8% | $3,929-34.8% | $5,439-52.9% |
| Admin fee / account holder | $981 | $7,856-87.5% | $5,974-83.6% | $10,885-91.0% |