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 | $49,902 | $83,477-40.2% | $125,175-60.1% | $72,985-31.6% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.5%-19.5pp |
| Annual return | 25.65% | 25.78%-0.1pp | 43.79%-18.1pp | 81.00%-55.3pp |
| Employer contribution / active EE | $361 | $2,345-84.6% | $3,865-90.6% | $2,440-85.2% |
| Participant deferral / active EE | $2,351 | $3,585-34.4% | $4,937-52.4% | $3,607-34.8% |
| Admin fee / account holder | $902 | $5,517-83.7% | $9,702-90.7% | $5,124-82.4% |