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 | $68,759 | $81,460-15.6% | $103,333-33.5% | $80,856-15.0% |
| Participation rate | 48.6% | 66.8%-18.3pp | 74.5%-25.9pp | 67.6%-19.1pp |
| Annual return | 12.79% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $377 | $3,105-87.8% | $3,868-90.2% | $2,755-86.3% |
| Participant deferral / active EE | $2,240 | $3,869-42.1% | $5,057-55.7% | $4,296-47.8% |
| Admin fee / account holder | $509 | $6,566-92.2% | $8,355-93.9% | $6,918-92.6% |