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 | $42,162 | $79,944-47.3% | $98,439-57.2% | $75,163-43.9% |
| Participation rate | 47.4% | 70.4%-23.0pp | 75.2%-27.8pp | 67.2%-19.8pp |
| Annual return | 15.78% | 19.75%-4.0pp | 21.16%-5.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $261 | $2,264-88.5% | $3,048-91.4% | $2,670-90.2% |
| Participant deferral / active EE | $1,598 | $3,752-57.4% | $4,738-66.3% | $4,125-61.3% |
| Admin fee / account holder | $990 | $6,840-85.5% | $8,948-88.9% | $5,651-82.5% |