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 | $30,821 | $72,492-57.5% | $87,100-64.6% | $72,985-57.8% |
| Participation rate | 50.9% | 72.8%-21.9pp | 76.9%-26.0pp | 69.5%-18.6pp |
| Annual return | 16.84% | 24.46%-7.6pp | 28.19%-11.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $220 | $1,894-88.4% | $2,521-91.3% | $2,440-91.0% |
| Participant deferral / active EE | $1,603 | $3,270-51.0% | $4,049-60.4% | $3,607-55.6% |
| Admin fee / account holder | $2,516 | $5,055-50.2% | $7,497-66.4% | $5,124-50.9% |