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 | $38,972 | $76,552-49.1% | $123,892-68.5% | $62,891-38.0% |
| Participation rate | 48.0% | 73.0%-25.0pp | 81.4%-33.4pp | 69.3%-21.3pp |
| Annual return | 6.63% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $310 | $2,883-89.2% | $4,617-93.3% | $2,281-86.4% |
| Participant deferral / active EE | $3,206 | $4,840-33.7% | $5,984-46.4% | $3,203+0.1% |
| Admin fee / account holder | $514 | $4,826-89.4% | $8,357-93.9% | $4,296-88.0% |