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 | $70,038 | $91,552-23.5% | $133,956-47.7% | $79,858-12.3% |
| Participation rate | 63.9% | 73.3%-9.4pp | 79.8%-15.9pp | 69.6%-5.7pp |
| Annual return | 15.47% | 61.85%-46.4pp | 45.09%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $396 | $2,384-83.4% | $3,919-89.9% | $2,471-84.0% |
| Participant deferral / active EE | $4,238 | $3,733+13.5% | $5,048-16.0% | $3,740+13.3% |
| Admin fee / account holder | $443 | $6,321-93.0% | $8,927-95.0% | $5,306-91.7% |