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 | $19,225 | $81,248-76.3% | $155,509-87.6% | $80,856-76.2% |
| Participation rate | 33.8% | 66.2%-32.4pp | 78.2%-44.4pp | 67.6%-33.8pp |
| Annual return | 10.74% | 33.31%-22.6pp | 64.67%-53.9pp | 35.59%-24.9pp |
| Employer contribution / active EE | $358 | $3,100-88.5% | $4,672-92.3% | $2,755-87.0% |
| Participant deferral / active EE | $1,270 | $3,452-63.2% | $5,626-77.4% | $4,296-70.4% |
| Admin fee / account holder | $4,802 | $7,997-39.9% | $15,912-69.8% | $6,918-30.6% |