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 | $66,425 | $81,460-18.5% | $103,333-35.7% | $80,856-17.8% |
| Participation rate | 25.4% | 66.8%-41.5pp | 74.5%-49.1pp | 67.6%-42.3pp |
| Annual return | 16.33% | 25.55%-9.2pp | 24.88%-8.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $789 | $3,105-74.6% | $3,868-79.6% | $2,755-71.4% |
| Participant deferral / active EE | $1,846 | $3,869-52.3% | $5,057-63.5% | $4,296-57.0% |
| Admin fee / account holder | $3,233 | $6,566-50.8% | $8,355-61.3% | $6,918-53.3% |