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 | $33,597 | $77,314-56.5% | $177,989-81.1% | $80,856-58.4% |
| Participation rate | 48.3% | 65.7%-17.4pp | 77.1%-28.8pp | 67.6%-19.4pp |
| Annual return | 14.70% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $238 | $2,292-89.6% | $3,949-94.0% | $2,755-91.4% |
| Participant deferral / active EE | $2,369 | $4,411-46.3% | $6,276-62.3% | $4,296-44.8% |
| Admin fee / account holder | $1,613 | $7,191-77.6% | $10,363-84.4% | $6,918-76.7% |