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 | $32,450 | $80,717-59.8% | $154,803-79.0% | $84,808-61.7% |
| Participation rate | 64.1% | 66.8%-2.7pp | 78.1%-14.0pp | 68.3%-4.2pp |
| Annual return | 14.66% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $148 | $2,761-94.6% | $4,305-96.6% | $2,631-94.4% |
| Participant deferral / active EE | $1,479 | $3,303-55.2% | $5,540-73.3% | $4,212-64.9% |
| Admin fee / account holder | $3,324 | $6,746-50.7% | $14,329-76.8% | $7,344-54.7% |