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 | $53,329 | $76,050-29.9% | $96,544-44.8% | $71,457-25.4% |
| Participation rate | 50.5% | 74.4%-24.0pp | 76.0%-25.5pp | 67.9%-17.5pp |
| Annual return | 17.47% | 22.81%-5.3pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $400 | $2,244-82.2% | $2,965-86.5% | $2,588-84.6% |
| Participant deferral / active EE | $2,973 | $4,215-29.5% | $4,851-38.7% | $4,289-30.7% |
| Admin fee / account holder | $1,401 | $2,707-48.2% | $8,252-83.0% | $1,587-11.7% |