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 | $73,911 | $140,588-47.4% | $123,104-40.0% | $125,391-41.1% |
| Participation rate | 63.6% | 88.2%-24.6pp | 86.8%-23.1pp | 83.2%-19.6pp |
| Annual return | 0.06% | 16.80%-16.7pp | 13.22%-13.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $828 | $6,041-86.3% | $5,151-83.9% | $4,866-83.0% |
| Participant deferral / active EE | $2,751 | $6,980-60.6% | $6,230-55.8% | $5,352-48.6% |
| Admin fee / account holder | $3,460 | $11,198-69.1% | $9,015-61.6% | $9,540-63.7% |