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 | $14,201 | $43,075-67.0% | $74,583-81.0% | $62,891-77.4% |
| Participation rate | 32.2% | 58.1%-25.9pp | 68.1%-35.9pp | 69.3%-37.1pp |
| Annual return | 7.84% | 17.50%-9.7pp | 20.47%-12.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,345 | $2,389-43.7% | $3,458-61.1% | $3,203-58.0% |
| Admin fee / account holder | $432 | $2,840-84.8% | $4,138-89.6% | $4,296-89.9% |