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 | $39,124 | $80,717-51.5% | $154,803-74.7% | $84,808-53.9% |
| Participation rate | 40.6% | 66.8%-26.2pp | 78.1%-37.4pp | 68.3%-27.7pp |
| Annual return | 17.56% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $137 | $2,761-95.0% | $4,305-96.8% | $2,631-94.8% |
| Participant deferral / active EE | $4,980 | $3,303+50.8% | $5,540-10.1% | $4,212+18.2% |
| Admin fee / account holder | $1,308 | $6,746-80.6% | $14,329-90.9% | $7,344-82.2% |