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 | $62,012 | $117,983-47.4% | $101,794-39.1% | $142,382-56.4% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.2%-0.8pp | 80.1%-11.7pp |
| Annual return | 17.83% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $146 | $2,773-94.7% | $2,289-93.6% | $4,299-96.6% |
| Participant deferral / active EE | $1,553 | $4,714-67.1% | $4,084-62.0% | $6,507-76.1% |
| Admin fee / account holder | $7,178 | $10,433-31.2% | $8,777-18.2% | $12,624-43.1% |