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 | $29,857 | $57,065-47.7% | $75,670-60.5% | $70,131-57.4% |
| Participation rate | 66.3% | 68.1%-1.8pp | 72.3%-6.0pp | 69.5%-3.2pp |
| Annual return | 14.44% | 23.57%-9.1pp | 27.34%-12.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $303 | $1,817-83.3% | $2,352-87.1% | $2,342-87.1% |
| Participant deferral / active EE | $1,772 | $2,580-31.3% | $3,142-43.6% | $3,332-46.8% |
| Admin fee / account holder | $1,162 | $3,825-69.6% | $5,800-80.0% | $4,645-75.0% |