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 | $44,203 | $76,552-42.3% | $123,892-64.3% | $62,891-29.7% |
| Participation rate | 48.4% | 73.0%-24.5pp | 81.4%-33.0pp | 69.3%-20.9pp |
| Annual return | 8.48% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $114 | $2,883-96.1% | $4,617-97.5% | $2,281-95.0% |
| Participant deferral / active EE | $2,642 | $4,840-45.4% | $5,984-55.8% | $3,203-17.5% |
| Admin fee / account holder | $3,667 | $4,826-24.0% | $8,357-56.1% | $4,296-14.6% |