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 | $51,176 | $60,892-16.0% | $82,389-37.9% | $84,808-39.7% |
| Participation rate | 50.0% | 63.3%-13.3pp | 69.5%-19.5pp | 68.3%-18.3pp |
| Annual return | 16.77% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $129 | $1,779-92.7% | $2,517-94.9% | $2,631-95.1% |
| Participant deferral / active EE | $2,014 | $3,179-36.6% | $4,155-51.5% | $4,212-52.2% |
| Admin fee / account holder | $6,078 | $5,467+11.2% | $7,231-15.9% | $7,344-17.2% |