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 | $29,756 | $81,460-63.5% | $103,333-71.2% | $80,856-63.2% |
| Participation rate | 28.6% | 66.8%-38.3pp | 74.5%-45.9pp | 67.6%-39.1pp |
| Annual return | 10.45% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $740 | $3,105-76.2% | $3,868-80.9% | $2,755-73.1% |
| Participant deferral / active EE | $1,985 | $3,869-48.7% | $5,057-60.8% | $4,296-53.8% |
| Admin fee / account holder | $3,209 | $6,566-51.1% | $8,355-61.6% | $6,918-53.6% |