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 | $67,392 | $96,557-30.2% | $80,975-16.8% | $273,961-75.4% |
| Participation rate | 54.5% | 79.1%-24.5pp | 75.8%-21.3pp | 83.0%-28.5pp |
| Annual return | 8.90% | 15.14%-6.2pp | 17.10%-8.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $470 | $4,868-90.4% | $3,714-87.4% | $4,869-90.4% |
| Participant deferral / active EE | $3,230 | $6,598-51.0% | $5,696-43.3% | $5,287-38.9% |
| Admin fee / account holder | $388 | $7,492-94.8% | $5,516-93.0% | $10,132-96.2% |