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 | $14,472 | $77,899-81.4% | $149,673-90.3% | $75,163-80.7% |
| Participation rate | 57.1% | 65.6%-8.4pp | 78.8%-21.6pp | 67.2%-10.0pp |
| Annual return | 15.07% | 31.72%-16.7pp | 134.42%-119.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $273 | $3,137-91.3% | $4,818-94.3% | $2,670-89.8% |
| Participant deferral / active EE | $1,092 | $3,411-68.0% | $5,680-80.8% | $4,125-73.5% |
| Admin fee / account holder | $367 | $5,956-93.8% | $13,210-97.2% | $5,651-93.5% |