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 | $48,843 | $162,781-70.0% | $133,956-63.5% | $158,922-69.3% |
| Participation rate | 35.3% | 83.2%-47.9pp | 79.8%-44.5pp | 82.0%-46.7pp |
| Annual return | 17.50% | 41.94%-24.4pp | 45.09%-27.6pp | 302.83%-285.3pp |
| Employer contribution / active EE | $873 | $4,975-82.5% | $3,919-77.7% | $4,761-81.7% |
| Participant deferral / active EE | $2,245 | $5,911-62.0% | $5,048-55.5% | $5,982-62.5% |
| Admin fee / account holder | $1,067 | $11,736-90.9% | $8,927-88.0% | $11,246-90.5% |