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 | $15,327 | $55,706-72.5% | $75,886-79.8% | $72,985-79.0% |
| Participation rate | 34.5% | 61.1%-26.6pp | 69.3%-34.8pp | 69.5%-35.0pp |
| Annual return | 20.00% | 27.59%-7.6pp | 30.76%-10.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $83 | $1,687-95.1% | $2,500-96.7% | $2,440-96.6% |
| Participant deferral / active EE | $1,381 | $2,634-47.6% | $3,603-61.7% | $3,607-61.7% |
| Admin fee / account holder | $1,369 | $3,978-65.6% | $5,418-74.7% | $5,124-73.3% |