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 | $16,413 | $77,634-78.9% | $156,549-89.5% | $62,891-73.9% |
| Participation rate | 58.0% | 71.2%-13.2pp | 84.0%-26.0pp | 69.3%-11.3pp |
| Annual return | 5.57% | 50.32%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $336 | $3,444-90.2% | $5,501-93.9% | $2,281-85.3% |
| Participant deferral / active EE | $1,689 | $3,045-44.5% | $4,871-65.3% | $3,203-47.3% |
| Admin fee / account holder | $4,287 | $5,561-22.9% | $13,027-67.1% | $4,296-0.2% |