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 | $48,987 | $87,733-44.2% | $106,548-54.0% | $85,850-42.9% |
| Participation rate | 55.2% | 71.9%-16.7pp | 76.1%-20.9pp | 69.3%-14.1pp |
| Annual return | 14.45% | 21.86%-7.4pp | 26.80%-12.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $438 | $2,073-78.9% | $2,819-84.5% | $2,565-82.9% |
| Participant deferral / active EE | $3,059 | $3,469-11.8% | $4,398-30.4% | $3,952-22.6% |
| Admin fee / account holder | $1,349 | $6,767-80.1% | $7,407-81.8% | $6,260-78.4% |