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 | $59,317 | $76,367-22.3% | $93,606-36.6% | $72,985-18.7% |
| Participation rate | 68.0% | 71.7%-3.7pp | 75.8%-7.8pp | 69.5%-1.5pp |
| Annual return | 21.09% | 25.82%-4.7pp | 32.76%-11.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,424 | $3,538+53.3% | $4,069+33.3% | $3,607+50.4% |
| Admin fee / account holder | $1,482 | $6,838-78.3% | $7,888-81.2% | $5,124-71.1% |