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 | $36,681 | $72,492-49.4% | $87,100-57.9% | $72,985-49.7% |
| Participation rate | 52.9% | 72.8%-19.9pp | 76.9%-23.9pp | 69.5%-16.5pp |
| Annual return | 16.88% | 24.46%-7.6pp | 28.19%-11.3pp | 81.00%-64.1pp |
| Employer contribution / active EE | $300 | $1,894-84.2% | $2,521-88.1% | $2,440-87.7% |
| Participant deferral / active EE | $2,095 | $3,270-35.9% | $4,049-48.2% | $3,607-41.9% |
| Admin fee / account holder | $22,947 | $5,055+354.0% | $7,497+206.1% | $5,124+347.8% |