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 | $63,551 | $56,277+12.9% | $80,975-21.5% | $62,891+1.0% |
| Participation rate | 66.7% | 69.0%-2.3pp | 75.8%-9.1pp | 69.3%-2.6pp |
| Annual return | 6.42% | 22.12%-15.7pp | 17.10%-10.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,469 | $4,195-41.1% | $5,696-56.6% | $3,203-22.9% |
| Admin fee / account holder | $630 | $3,741-83.2% | $5,516-88.6% | $4,296-85.3% |