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 | $49,992 | $109,413-54.3% | $156,263-68.0% | $84,808-41.1% |
| Participation rate | 61.5% | 72.7%-11.2pp | 78.9%-17.4pp | 68.3%-6.8pp |
| Annual return | 15.18% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $603 | $2,907-79.2% | $4,333-86.1% | $2,631-77.1% |
| Participant deferral / active EE | $6,070 | $4,590+32.3% | $6,158-1.4% | $4,212+44.1% |
| Admin fee / account holder | $8,323 | $9,357-11.0% | $14,255-41.6% | $7,344+13.3% |