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 | $32,833 | $86,929-62.2% | $102,423-67.9% | $80,856-59.4% |
| Participation rate | 45.2% | 72.4%-27.1pp | 76.5%-31.3pp | 67.6%-22.4pp |
| Annual return | 13.64% | 18.88%-5.2pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $276 | $2,369-88.3% | $3,023-90.9% | $2,755-90.0% |
| Participant deferral / active EE | $2,531 | $4,118-38.5% | $5,053-49.9% | $4,296-41.1% |
| Admin fee / account holder | $2,907 | $8,049-63.9% | $9,451-69.2% | $6,918-58.0% |