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 | $31,942 | $84,233-62.1% | $170,442-81.3% | $70,131-54.5% |
| Participation rate | 39.2% | 70.8%-31.6pp | 83.6%-44.4pp | 69.5%-30.3pp |
| Annual return | 15.48% | 23.06%-7.6pp | 205.93%-190.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $253 | $3,387-92.5% | $5,433-95.3% | $2,342-89.2% |
| Participant deferral / active EE | $1,375 | $3,086-55.5% | $4,939-72.2% | $3,332-58.7% |
| Admin fee / account holder | $3,170 | $5,698-44.4% | $13,880-77.2% | $4,645-31.8% |