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 | $19,961 | $43,723-54.3% | $121,196-83.5% | $64,186-68.9% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.7%-21.7pp | 69.6%-19.6pp |
| Annual return | 8.57% | 68.91%-60.3pp | 16.93%-8.4pp | 7.63%+0.9pp |
| Employer contribution / active EE | $13 | $1,296-99.0% | $4,022-99.7% | $2,381-99.5% |
| Participant deferral / active EE | $2,025 | $2,280-11.2% | $3,344-39.5% | $3,470-41.6% |
| Admin fee / account holder | $2,835 | $3,501-19.0% | $5,019-43.5% | $4,888-42.0% |