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 | $64,970 | $76,670-15.3% | $96,683-32.8% | $71,457-9.1% |
| Participation rate | 27.2% | 66.6%-39.4pp | 74.3%-47.1pp | 67.9%-40.7pp |
| Annual return | 16.35% | 48.29%-31.9pp | 35.69%-19.3pp | 28.85%-12.5pp |
| Employer contribution / active EE | $720 | $3,031-76.3% | $3,737-80.7% | $2,588-72.2% |
| Participant deferral / active EE | $3,071 | $3,771-18.6% | $4,878-37.0% | $4,289-28.4% |
| Admin fee / account holder | $2,152 | $2,028+6.1% | $6,730-68.0% | $1,587+35.6% |