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 | $42,116 | $71,516-41.1% | $98,439-57.2% | $71,457-41.1% |
| Participation rate | 31.0% | 72.7%-41.7pp | 75.2%-44.2pp | 67.9%-37.0pp |
| Annual return | 18.37% | 32.41%-14.0pp | 21.16%-2.8pp | 28.85%-10.5pp |
| Employer contribution / active EE | $335 | $2,399-86.0% | $3,048-89.0% | $2,588-87.1% |
| Participant deferral / active EE | $1,991 | $4,109-51.5% | $4,738-58.0% | $4,289-53.6% |
| Admin fee / account holder | $1,014 | $1,675-39.4% | $8,948-88.7% | $1,587-36.1% |