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 | $27,237 | $72,012-62.2% | $185,823-85.3% | $79,858-65.9% |
| Participation rate | 23.9% | 65.8%-41.8pp | 78.0%-54.1pp | 69.6%-45.7pp |
| Annual return | 17.74% | 23.12%-5.4pp | 35.95%-18.2pp | 31.71%-14.0pp |
| Employer contribution / active EE | $333 | $1,965-83.1% | $4,087-91.9% | $2,471-86.5% |
| Participant deferral / active EE | $1,460 | $3,779-61.4% | $5,632-74.1% | $3,740-61.0% |
| Admin fee / account holder | $1,145 | $4,513-74.6% | $9,500-87.9% | $5,306-78.4% |