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 | $71,341 | $181,894-60.8% | $156,549-54.4% | $273,961-74.0% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 12.87% | 30.74%-17.9pp | 32.23%-19.4pp | 41.45%-28.6pp |
| Employer contribution / active EE | $1,051 | $6,248-83.2% | $5,501-80.9% | $4,869-78.4% |
| Participant deferral / active EE | $2,519 | $5,550-54.6% | $4,871-48.3% | $5,287-52.3% |
| Admin fee / account holder | $33,772 | $15,559+117.1% | $13,027+159.2% | $10,132+233.3% |