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 | $40,363 | $77,899-48.2% | $149,673-73.0% | $75,163-46.3% |
| Participation rate | 18.4% | 65.6%-47.2pp | 78.8%-60.3pp | 67.2%-48.8pp |
| Annual return | 26.20% | 31.72%-5.5pp | 134.42%-108.2pp | 160.62%-134.4pp |
| Employer contribution / active EE | $263 | $3,137-91.6% | $4,818-94.5% | $2,670-90.1% |
| Participant deferral / active EE | $2,268 | $3,411-33.5% | $5,680-60.1% | $4,125-45.0% |
| Admin fee / account holder | $1,617 | $5,956-72.8% | $13,210-87.8% | $5,651-71.4% |