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 | $75,074 | $81,460-7.8% | $103,333-27.3% | $80,856-7.2% |
| Participation rate | 55.9% | 66.8%-11.0pp | 74.5%-18.6pp | 67.6%-11.8pp |
| Annual return | 16.65% | 25.55%-8.9pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $778 | $3,105-74.9% | $3,868-79.9% | $2,755-71.7% |
| Participant deferral / active EE | $3,999 | $3,869+3.4% | $5,057-20.9% | $4,296-6.9% |
| Admin fee / account holder | $10,176 | $6,566+55.0% | $8,355+21.8% | $6,918+47.1% |