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 | $73,085 | $91,552-20.2% | $133,956-45.4% | $79,858-8.5% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.9pp | 69.6%-16.7pp |
| Annual return | 12.48% | 61.85%-49.4pp | 45.09%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $342 | $2,384-85.6% | $3,919-91.3% | $2,471-86.1% |
| Participant deferral / active EE | $3,066 | $3,733-17.9% | $5,048-39.3% | $3,740-18.0% |
| Admin fee / account holder | $5,461 | $6,321-13.6% | $8,927-38.8% | $5,306+2.9% |