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 | $46,979 | $86,929-46.0% | $102,423-54.1% | $80,856-41.9% |
| Participation rate | 53.3% | 72.4%-19.0pp | 76.5%-23.2pp | 67.6%-14.3pp |
| Annual return | 20.49% | 18.88%+1.6pp | 29.32%-8.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $113 | $2,369-95.2% | $3,023-96.2% | $2,755-95.9% |
| Participant deferral / active EE | $2,468 | $4,118-40.1% | $5,053-51.2% | $4,296-42.5% |
| Admin fee / account holder | $13,659 | $8,049+69.7% | $9,451+44.5% | $6,918+97.4% |