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 | $74,014 | $140,588-47.4% | $123,104-39.9% | $125,391-41.0% |
| Participation rate | 40.0% | 88.2%-48.2pp | 86.8%-46.8pp | 83.2%-43.2pp |
| Annual return | 2.22% | 16.80%-14.6pp | 13.22%-11.0pp | 282.22%-280.0pp |
| Employer contribution / active EE | $1,126 | $6,041-81.4% | $5,151-78.1% | $4,866-76.9% |
| Participant deferral / active EE | $5,501 | $6,980-21.2% | $6,230-11.7% | $5,352+2.8% |
| Admin fee / account holder | $2,962 | $11,198-73.5% | $9,015-67.1% | $9,540-68.9% |