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 | $23,827 | $53,777-55.7% | $134,143-82.2% | $79,858-70.2% |
| Participation rate | 44.2% | 58.8%-14.6pp | 72.2%-28.0pp | 69.6%-25.4pp |
| Annual return | 26.90% | 19.01%+7.9pp | 36.33%-9.4pp | 31.71%-4.8pp |
| Employer contribution / active EE | $134 | $1,321-89.9% | $3,704-96.4% | $2,471-94.6% |
| Participant deferral / active EE | $1,250 | $2,420-48.3% | $3,499-64.3% | $3,740-66.6% |
| Admin fee / account holder | $5,782 | $3,984+45.1% | $6,684-13.5% | $5,306+9.0% |