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 | $33,293 | $112,096-70.3% | $95,952-65.3% | $158,922-79.1% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 12.35% | 171.09%-158.7pp | 91.61%-79.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $520 | $3,198-83.7% | $2,541-79.5% | $4,761-89.1% |
| Participant deferral / active EE | $2,591 | $4,784-45.8% | $4,167-37.8% | $5,982-56.7% |
| Admin fee / account holder | $1,584 | $10,130-84.4% | $6,795-76.7% | $11,246-85.9% |