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 | $57,182 | $86,929-34.2% | $102,423-44.2% | $80,856-29.3% |
| Participation rate | 59.0% | 72.4%-13.4pp | 76.5%-17.5pp | 67.6%-8.6pp |
| Annual return | 12.77% | 18.88%-6.1pp | 29.32%-16.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $238 | $2,369-90.0% | $3,023-92.1% | $2,755-91.4% |
| Participant deferral / active EE | $2,620 | $4,118-36.4% | $5,053-48.1% | $4,296-39.0% |
| Admin fee / account holder | $7,007 | $8,049-12.9% | $9,451-25.9% | $6,918+1.3% |