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 | $69,944 | $81,248-13.9% | $155,509-55.0% | $80,856-13.5% |
| Participation rate | 26.2% | 66.2%-40.1pp | 78.2%-52.0pp | 67.6%-41.5pp |
| Annual return | 13.34% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $110 | $3,100-96.4% | $4,672-97.6% | $2,755-96.0% |
| Participant deferral / active EE | $2,991 | $3,452-13.3% | $5,626-46.8% | $4,296-30.4% |
| Admin fee / account holder | $588 | $7,997-92.6% | $15,912-96.3% | $6,918-91.5% |