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 | $16,127 | $54,762-70.6% | $90,281-82.1% | $72,985-77.9% |
| Participation rate | 31.3% | 65.1%-33.9pp | 73.3%-42.0pp | 69.5%-38.2pp |
| Annual return | 22.19% | 30.63%-8.4pp | 78.10%-55.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,332 | $2,887-53.9% | $3,885-65.7% | $3,607-63.1% |
| Admin fee / account holder | $385 | $3,972-90.3% | $5,351-92.8% | $5,124-92.5% |