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 | $33,456 | $81,460-58.9% | $103,333-67.6% | $80,856-58.6% |
| Participation rate | 45.3% | 66.8%-21.6pp | 74.5%-29.2pp | 67.6%-22.4pp |
| Annual return | 13.71% | 25.55%-11.8pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $764 | $3,105-75.4% | $3,868-80.2% | $2,755-72.3% |
| Participant deferral / active EE | $2,392 | $3,869-38.2% | $5,057-52.7% | $4,296-44.3% |
| Admin fee / account holder | $2,235 | $6,566-66.0% | $8,355-73.3% | $6,918-67.7% |