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 | $69,439 | $95,803-27.5% | $113,168-38.6% | $84,808-18.1% |
| Participation rate | 42.1% | 72.9%-30.8pp | 76.6%-34.5pp | 68.3%-26.2pp |
| Annual return | 20.00% | 25.00%-5.0pp | 24.27%-4.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $577 | $2,360-75.5% | $2,975-80.6% | $2,631-78.1% |
| Participant deferral / active EE | $2,027 | $4,242-52.2% | $5,107-60.3% | $4,212-51.9% |
| Admin fee / account holder | $2,399 | $8,989-73.3% | $12,068-80.1% | $7,344-67.3% |