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 | $35,967 | $99,341-63.8% | $84,750-57.6% | $273,961-86.9% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 4.60% | 22.93%-18.3pp | 22.78%-18.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $314 | $4,214-92.6% | $3,574-91.2% | $4,869-93.6% |
| Participant deferral / active EE | $2,517 | $4,269-41.0% | $3,712-32.2% | $5,287-52.4% |
| Admin fee / account holder | $1,930 | $6,644-71.0% | $5,332-63.8% | $10,132-81.0% |