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 | $62,133 | $89,753-30.8% | $107,525-42.2% | $84,808-26.7% |
| Participation rate | 37.0% | 68.1%-31.0pp | 75.1%-38.0pp | 68.3%-31.3pp |
| Annual return | 16.07% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $753 | $3,113-75.8% | $3,754-80.0% | $2,631-71.4% |
| Participant deferral / active EE | $3,008 | $4,056-25.8% | $5,116-41.2% | $4,212-28.6% |
| Admin fee / account holder | $11,005 | $7,222+52.4% | $8,919+23.4% | $7,344+49.9% |