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 | $35,290 | $159,602-77.9% | $150,045-76.5% | $142,382-75.2% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.3%-13.9pp | 80.1%-11.7pp |
| Annual return | 16.71% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $12 | $4,961-99.8% | $4,693-99.7% | $4,299-99.7% |
| Participant deferral / active EE | $6,151 | $8,310-26.0% | $7,997-23.1% | $6,507-5.5% |
| Admin fee / account holder | $6,430 | $14,846-56.7% | $13,435-52.1% | $12,624-49.1% |