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 | $33,065 | $95,266-65.3% | $82,389-59.9% | $142,382-76.8% |
| Participation rate | 26.3% | 74.5%-48.2pp | 69.5%-43.2pp | 80.1%-53.8pp |
| Annual return | 13.25% | 25.74%-12.5pp | 28.67%-15.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $81 | $2,991-97.3% | $2,517-96.8% | $4,299-98.1% |
| Participant deferral / active EE | $1,270 | $4,809-73.6% | $4,155-69.4% | $6,507-80.5% |
| Admin fee / account holder | $975 | $8,563-88.6% | $7,231-86.5% | $12,624-92.3% |