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 | $71,419 | $88,707-19.5% | $74,183-3.7% | $273,961-73.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 5.61% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $413 | $3,159-86.9% | $2,370-82.6% | $4,869-91.5% |
| Participant deferral / active EE | $3,600 | $4,212-14.5% | $3,550+1.4% | $5,287-31.9% |
| Admin fee / account holder | $1,182 | $8,717-86.4% | $5,586-78.8% | $10,132-88.3% |