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 | $39,906 | $72,277-44.8% | $101,248-60.6% | $79,858-50.0% |
| Participation rate | 41.3% | 68.5%-27.2pp | 75.8%-34.5pp | 69.6%-28.4pp |
| Annual return | 19.97% | 22.30%-2.3pp | 46.47%-26.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $186 | $2,692-93.1% | $3,660-94.9% | $2,471-92.5% |
| Participant deferral / active EE | $1,861 | $3,282-43.3% | $4,370-57.4% | $3,740-50.2% |
| Admin fee / account holder | $1,510 | $4,400-65.7% | $5,945-74.6% | $5,306-71.5% |