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 | $52,908 | $86,944-39.1% | $107,525-50.8% | $74,304-28.8% |
| Participation rate | 35.0% | 59.6%-24.6pp | 75.1%-40.1pp | 60.3%-25.4pp |
| Annual return | 22.44% | 23.52%-1.1pp | 181.32%-158.9pp | 29.43%-7.0pp |
| Employer contribution / active EE | $687 | $2,757-75.1% | $3,754-81.7% | $2,241-69.3% |
| Participant deferral / active EE | $1,575 | $3,554-55.7% | $5,116-69.2% | $3,767-58.2% |
| Admin fee / account holder | $2,863 | $3,727-23.2% | $8,919-67.9% | $2,969-3.6% |