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 | $73,720 | $87,870-16.1% | $113,168-34.9% | $74,304-0.8% |
| Participation rate | 44.1% | 70.7%-26.7pp | 76.6%-32.5pp | 60.3%-16.3pp |
| Annual return | 14.94% | 26.44%-11.5pp | 24.27%-9.3pp | 29.43%-14.5pp |
| Employer contribution / active EE | $444 | $2,277-80.5% | $2,975-85.1% | $2,241-80.2% |
| Participant deferral / active EE | $4,279 | $4,241+0.9% | $5,107-16.2% | $3,767+13.6% |
| Admin fee / account holder | $4,976 | $3,368+47.7% | $12,068-58.8% | $2,969+67.6% |