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 | $40,814 | $95,803-57.4% | $113,168-63.9% | $84,808-51.9% |
| Participation rate | 62.5% | 72.9%-10.4pp | 76.6%-14.1pp | 68.3%-5.8pp |
| Annual return | 14.96% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $445 | $2,360-81.1% | $2,975-85.0% | $2,631-83.1% |
| Participant deferral / active EE | $2,377 | $4,242-44.0% | $5,107-53.5% | $4,212-43.6% |
| Admin fee / account holder | $5,583 | $8,989-37.9% | $12,068-53.7% | $7,344-24.0% |