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 | $51,204 | $56,897-10.0% | $84,750-39.6% | $62,891-18.6% |
| Participation rate | 62.8% | 68.5%-5.7pp | 76.6%-13.8pp | 69.3%-6.5pp |
| Annual return | 8.72% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.4pp |
| Employer contribution / active EE | $341 | $2,400-85.8% | $3,574-90.5% | $2,281-85.0% |
| Participant deferral / active EE | $1,969 | $2,709-27.3% | $3,712-46.9% | $3,203-38.5% |
| Admin fee / account holder | $2,973 | $3,581-17.0% | $5,332-44.2% | $4,296-30.8% |