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 | $37,906 | $99,341-61.8% | $84,750-55.3% | $273,961-86.2% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 8.82% | 22.93%-14.1pp | 22.78%-14.0pp | 41.45%-32.6pp |
| Employer contribution / active EE | $276 | $4,214-93.4% | $3,574-92.3% | $4,869-94.3% |
| Participant deferral / active EE | $1,616 | $4,269-62.1% | $3,712-56.5% | $5,287-69.4% |
| Admin fee / account holder | $1,222 | $6,644-81.6% | $5,332-77.1% | $10,132-87.9% |