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 | $70,985 | $80,717-12.1% | $154,803-54.1% | $84,808-16.3% |
| Participation rate | 37.8% | 66.8%-29.0pp | 78.1%-40.2pp | 68.3%-30.5pp |
| Annual return | 16.71% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $302 | $2,761-89.0% | $4,305-93.0% | $2,631-88.5% |
| Participant deferral / active EE | $1,095 | $3,303-66.8% | $5,540-80.2% | $4,212-74.0% |
| Admin fee / account holder | $513 | $6,746-92.4% | $14,329-96.4% | $7,344-93.0% |