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 | $40,270 | $106,515-62.2% | $96,683-58.3% | $139,434-71.1% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 13.60% | 38.43%-24.8pp | 35.69%-22.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $619 | $4,103-84.9% | $3,737-83.4% | $4,751-87.0% |
| Participant deferral / active EE | $1,503 | $5,454-72.4% | $4,878-69.2% | $6,710-77.6% |
| Admin fee / account holder | $741 | $7,877-90.6% | $6,730-89.0% | $11,403-93.5% |