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 | $56,151 | $65,041-13.7% | $90,951-38.3% | $79,858-29.7% |
| Participation rate | 60.7% | 61.6%-0.9pp | 69.0%-8.3pp | 69.6%-9.0pp |
| Annual return | 13.23% | 30.45%-17.2pp | 134.60%-121.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $225 | $1,247-82.0% | $2,122-89.4% | $2,471-90.9% |
| Participant deferral / active EE | $2,419 | $2,512-3.7% | $3,373-28.3% | $3,740-35.3% |
| Admin fee / account holder | $2,819 | $4,536-37.9% | $5,959-52.7% | $5,306-46.9% |