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 5-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 | $33,290 | $111,724-70.2% | $93,606-64.4% | $145,922-77.2% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 11.96% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $367 | $3,090-88.1% | $2,420-84.8% | $4,660-92.1% |
| Participant deferral / active EE | $1,725 | $4,912-64.9% | $4,411-60.9% | $6,688-74.2% |
| Admin fee / account holder | $654 | $10,250-93.6% | $8,285-92.1% | $13,397-95.1% |