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 | $79,706 | $109,413-27.2% | $156,263-49.0% | $84,808-6.0% |
| Participation rate | 56.3% | 72.7%-16.4pp | 78.9%-22.7pp | 68.3%-12.1pp |
| Annual return | 13.48% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $337 | $2,907-88.4% | $4,333-92.2% | $2,631-87.2% |
| Participant deferral / active EE | $2,135 | $4,590-53.5% | $6,158-65.3% | $4,212-49.3% |
| Admin fee / account holder | $21,426 | $9,357+129.0% | $14,255+50.3% | $7,344+191.8% |