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 | $35,078 | $51,175-31.5% | $70,515-50.3% | $75,163-53.3% |
| Participation rate | 60.0% | 60.9%-0.9pp | 68.3%-8.3pp | 67.2%-7.2pp |
| Annual return | 16.56% | 30.02%-13.5pp | 32.77%-16.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $178 | $1,826-90.3% | $2,973-94.0% | $2,670-93.3% |
| Participant deferral / active EE | $3,048 | $2,849+7.0% | $4,567-33.2% | $4,125-26.1% |
| Admin fee / account holder | $1,502 | $4,091-63.3% | $6,412-76.6% | $5,651-73.4% |