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 | $74,360 | $80,968-8.2% | $96,544-23.0% | $75,163-1.1% |
| Participation rate | 61.4% | 71.8%-10.3pp | 76.0%-14.5pp | 67.2%-5.8pp |
| Annual return | 15.62% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $350 | $2,282-84.7% | $2,965-88.2% | $2,670-86.9% |
| Participant deferral / active EE | $3,936 | $3,928+0.2% | $4,851-18.9% | $4,125-4.6% |
| Admin fee / account holder | $1,447 | $6,724-78.5% | $8,252-82.5% | $5,651-74.4% |