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 | $39,969 | $64,480-38.0% | $81,382-50.9% | $80,856-50.6% |
| Participation rate | 54.7% | 63.9%-9.2pp | 69.5%-14.8pp | 67.6%-13.0pp |
| Annual return | 11.99% | 16.34%-4.4pp | 24.73%-12.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $322 | $1,978-83.7% | $2,463-86.9% | $2,755-88.3% |
| Participant deferral / active EE | $1,642 | $3,094-46.9% | $3,883-57.7% | $4,296-61.8% |
| Admin fee / account holder | $3,419 | $5,671-39.7% | $5,768-40.7% | $6,918-50.6% |