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 | $53,726 | $80,968-33.6% | $96,544-44.4% | $75,163-28.5% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 19.29% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.3pp |
| Employer contribution / active EE | $520 | $2,282-77.2% | $2,965-82.5% | $2,670-80.5% |
| Participant deferral / active EE | $2,137 | $3,928-45.6% | $4,851-55.9% | $4,125-48.2% |
| Admin fee / account holder | $5,951 | $6,724-11.5% | $8,252-27.9% | $5,651+5.3% |