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 | $18,365 | $72,012-74.5% | $185,823-90.1% | $79,858-77.0% |
| Participation rate | 60.4% | 65.8%-5.4pp | 78.0%-17.7pp | 69.6%-9.3pp |
| Annual return | 14.69% | 23.12%-8.4pp | 35.95%-21.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $302 | $1,965-84.6% | $4,087-92.6% | $2,471-87.8% |
| Participant deferral / active EE | $1,817 | $3,779-51.9% | $5,632-67.7% | $3,740-51.4% |
| Admin fee / account holder | $1,484 | $4,513-67.1% | $9,500-84.4% | $5,306-72.0% |