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 | $22,144 | $103,376-78.6% | $87,100-74.6% | $152,861-85.5% |
| Participation rate | 61.5% | 79.3%-17.8pp | 76.9%-15.3pp | 82.4%-20.9pp |
| Annual return | 15.18% | 28.10%-12.9pp | 28.19%-13.0pp | 345.32%-330.1pp |
| Employer contribution / active EE | $386 | $3,220-88.0% | $2,521-84.7% | $4,762-91.9% |
| Participant deferral / active EE | $2,125 | $4,778-55.5% | $4,049-47.5% | $5,850-63.7% |
| Admin fee / account holder | $2,544 | $12,205-79.2% | $7,497-66.1% | $11,596-78.1% |