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 | $46,597 | $95,561-51.2% | $77,163-39.6% | $139,434-66.6% |
| Participation rate | 45.5% | 73.9%-28.5pp | 69.6%-24.1pp | 80.3%-34.9pp |
| Annual return | 16.16% | 54.92%-38.8pp | 37.87%-21.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $111 | $3,147-96.5% | $2,535-95.6% | $4,751-97.7% |
| Participant deferral / active EE | $2,936 | $4,624-36.5% | $3,833-23.4% | $6,710-56.2% |
| Admin fee / account holder | $3,498 | $8,295-57.8% | $5,472-36.1% | $11,403-69.3% |