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 | $38,478 | $86,929-55.7% | $102,423-62.4% | $80,856-52.4% |
| Participation rate | 34.6% | 72.4%-37.8pp | 76.5%-41.9pp | 67.6%-33.0pp |
| Annual return | 10.76% | 18.88%-8.1pp | 29.32%-18.6pp | 35.59%-24.8pp |
| Employer contribution / active EE | $432 | $2,369-81.8% | $3,023-85.7% | $2,755-84.3% |
| Participant deferral / active EE | $3,050 | $4,118-25.9% | $5,053-39.6% | $4,296-29.0% |
| Admin fee / account holder | $5,311 | $8,049-34.0% | $9,451-43.8% | $6,918-23.2% |