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 | $36,066 | $46,553-22.5% | $64,056-43.7% | $75,163-52.0% |
| Participation rate | 30.6% | 65.9%-35.3pp | 72.3%-41.7pp | 67.2%-36.6pp |
| Annual return | 16.16% | 26.03%-9.9pp | 33.69%-17.5pp | 160.62%-144.5pp |
| Employer contribution / active EE | $335 | $1,974-83.0% | $2,747-87.8% | $2,670-87.4% |
| Participant deferral / active EE | $947 | $2,837-66.6% | $3,880-75.6% | $4,125-77.1% |
| Admin fee / account holder | $1,703 | $2,952-42.3% | $3,068-44.5% | $5,651-69.9% |