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 | $31,414 | $77,899-59.7% | $149,673-79.0% | $75,163-58.2% |
| Participation rate | 22.6% | 65.6%-43.0pp | 78.8%-56.1pp | 67.2%-44.6pp |
| Annual return | 17.25% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $309 | $3,137-90.1% | $4,818-93.6% | $2,670-88.4% |
| Participant deferral / active EE | $888 | $3,411-74.0% | $5,680-84.4% | $4,125-78.5% |
| Admin fee / account holder | $7,200 | $5,956+20.9% | $13,210-45.5% | $5,651+27.4% |