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 | $72,440 | $101,724-28.8% | $164,813-56.0% | $80,856-10.4% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.6%-3.4pp |
| Annual return | 13.65% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-21.9pp |
| Employer contribution / active EE | $760 | $2,953-74.3% | $4,341-82.5% | $2,755-72.4% |
| Participant deferral / active EE | $4,694 | $4,477+4.8% | $6,031-22.2% | $4,296+9.3% |
| Admin fee / account holder | $614 | $8,227-92.5% | $12,690-95.2% | $6,918-91.1% |