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 | $27,608 | $65,365-57.8% | $92,893-70.3% | $72,985-62.2% |
| Participation rate | 57.0% | 68.3%-11.4pp | 76.0%-19.0pp | 69.5%-12.5pp |
| Annual return | 16.66% | 42.10%-25.4pp | 109.41%-92.8pp | 81.00%-64.3pp |
| Employer contribution / active EE | $295 | $2,594-88.6% | $3,653-91.9% | $2,440-87.9% |
| Participant deferral / active EE | $1,870 | $3,128-40.2% | $4,236-55.8% | $3,607-48.2% |
| Admin fee / account holder | $1,250 | $4,251-70.6% | $5,794-78.4% | $5,124-75.6% |