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 | $23,741 | $80,717-70.6% | $154,803-84.7% | $84,808-72.0% |
| Participation rate | 41.7% | 66.8%-25.1pp | 78.1%-36.4pp | 68.3%-26.6pp |
| Annual return | 15.74% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $215 | $2,761-92.2% | $4,305-95.0% | $2,631-91.8% |
| Participant deferral / active EE | $2,066 | $3,303-37.4% | $5,540-62.7% | $4,212-50.9% |
| Admin fee / account holder | $5,724 | $6,746-15.1% | $14,329-60.1% | $7,344-22.1% |