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 | $34,845 | $49,915-30.2% | $154,803-77.5% | $74,304-53.1% |
| Participation rate | 28.1% | 54.0%-25.8pp | 78.1%-49.9pp | 60.3%-32.2pp |
| Annual return | 18.51% | 34.06%-15.5pp | 58.88%-40.4pp | 29.43%-10.9pp |
| Employer contribution / active EE | $162 | $1,611-89.9% | $4,305-96.2% | $2,241-92.8% |
| Participant deferral / active EE | $797 | $2,255-64.6% | $5,540-85.6% | $3,767-78.8% |
| Admin fee / account holder | $2,697 | $2,189+23.2% | $14,329-81.2% | $2,969-9.2% |