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 | $45,336 | $74,927-39.5% | $101,794-55.5% | $84,808-46.5% |
| Participation rate | 38.2% | 61.4%-23.2pp | 69.2%-31.0pp | 68.3%-30.2pp |
| Annual return | 19.58% | 18.70%+0.9pp | 30.53%-10.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $107 | $1,522-93.0% | $2,289-95.3% | $2,631-95.9% |
| Participant deferral / active EE | $2,247 | $3,099-27.5% | $4,084-45.0% | $4,212-46.7% |
| Admin fee / account holder | $15,065 | $6,514+131.3% | $8,777+71.6% | $7,344+105.1% |