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 | $27,256 | $49,915-45.4% | $154,803-82.4% | $74,304-63.3% |
| Participation rate | 19.9% | 54.0%-34.0pp | 78.1%-58.2pp | 60.3%-40.4pp |
| Annual return | 16.42% | 34.06%-17.6pp | 58.88%-42.5pp | 29.43%-13.0pp |
| Employer contribution / active EE | $151 | $1,611-90.6% | $4,305-96.5% | $2,241-93.2% |
| Participant deferral / active EE | $694 | $2,255-69.2% | $5,540-87.5% | $3,767-81.6% |
| Admin fee / account holder | $1,063 | $2,189-51.5% | $14,329-92.6% | $2,969-64.2% |