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 | $41,009 | $72,492-43.4% | $87,100-52.9% | $72,985-43.8% |
| Participation rate | 49.4% | 72.8%-23.4pp | 76.9%-27.5pp | 69.5%-20.1pp |
| Annual return | 24.39% | 24.46%-0.1pp | 28.19%-3.8pp | 81.00%-56.6pp |
| Employer contribution / active EE | $344 | $1,894-81.8% | $2,521-86.4% | $2,440-85.9% |
| Participant deferral / active EE | $1,889 | $3,270-42.2% | $4,049-53.3% | $3,607-47.6% |
| Admin fee / account holder | $3,625 | $5,055-28.3% | $7,497-51.6% | $5,124-29.3% |