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 | $72,846 | $110,257-33.9% | $96,544-24.5% | $139,434-47.8% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.6pp | 80.3%-22.0pp |
| Annual return | 17.77% | 26.32%-8.5pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $422 | $3,620-88.3% | $2,965-85.8% | $4,751-91.1% |
| Participant deferral / active EE | $1,944 | $5,548-65.0% | $4,851-59.9% | $6,710-71.0% |
| Admin fee / account holder | $404 | $11,591-96.5% | $8,252-95.1% | $11,403-96.5% |