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 | $57,009 | $72,277-21.1% | $101,248-43.7% | $79,858-28.6% |
| Participation rate | 69.0% | 68.5%+0.6pp | 75.8%-6.8pp | 69.6%-0.6pp |
| Annual return | 15.25% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $499 | $2,692-81.5% | $3,660-86.4% | $2,471-79.8% |
| Participant deferral / active EE | $3,812 | $3,282+16.2% | $4,370-12.8% | $3,740+1.9% |
| Admin fee / account holder | $2,689 | $4,400-38.9% | $5,945-54.8% | $5,306-49.3% |