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 | $44,341 | $163,101-72.8% | $136,749-67.6% | $142,382-68.9% |
| Participation rate | 29.2% | 78.2%-49.1pp | 72.1%-43.0pp | 80.1%-51.0pp |
| Annual return | 13.58% | 27.54%-14.0pp | 24.33%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $523 | $4,117-87.3% | $3,400-84.6% | $4,299-87.8% |
| Participant deferral / active EE | $1,819 | $5,585-67.4% | $4,692-61.2% | $6,507-72.0% |
| Admin fee / account holder | $3,252 | $14,318-77.3% | $11,386-71.4% | $12,624-74.2% |