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 | $38,307 | $86,929-55.9% | $102,423-62.6% | $80,856-52.6% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 11.61% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $583 | $2,369-75.4% | $3,023-80.7% | $2,755-78.8% |
| Participant deferral / active EE | $2,196 | $4,118-46.7% | $5,053-56.5% | $4,296-48.9% |
| Admin fee / account holder | $4,684 | $8,049-41.8% | $9,451-50.4% | $6,918-32.3% |