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 | $50,040 | $85,202-41.3% | $172,739-71.0% | $72,985-31.4% |
| Participation rate | 55.0% | 70.1%-15.1pp | 82.6%-27.6pp | 69.5%-14.5pp |
| Annual return | 17.40% | 27.32%-9.9pp | 802.84%-785.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $338 | $3,324-89.8% | $5,143-93.4% | $2,440-86.2% |
| Participant deferral / active EE | $1,480 | $3,260-54.6% | $5,198-71.5% | $3,607-59.0% |
| Admin fee / account holder | $4,724 | $5,884-19.7% | $13,954-66.1% | $5,124-7.8% |