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 | $31,928 | $65,365-51.2% | $92,893-65.6% | $72,985-56.3% |
| Participation rate | 35.9% | 68.3%-32.4pp | 76.0%-40.1pp | 69.5%-33.6pp |
| Annual return | 19.92% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $218 | $2,594-91.6% | $3,653-94.0% | $2,440-91.1% |
| Participant deferral / active EE | $1,839 | $3,128-41.2% | $4,236-56.6% | $3,607-49.0% |
| Admin fee / account holder | $3,257 | $4,251-23.4% | $5,794-43.8% | $5,124-36.4% |