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 3-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 | $59,809 | $67,606-11.5% | $82,313-27.3% | $70,131-14.7% |
| Participation rate | 37.7% | 72.8%-35.1pp | 76.9%-39.2pp | 69.5%-31.9pp |
| Annual return | 13.75% | 21.57%-7.8pp | 25.88%-12.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $326 | $1,755-81.4% | $2,428-86.6% | $2,342-86.1% |
| Participant deferral / active EE | $2,355 | $2,987-21.2% | $3,706-36.5% | $3,332-29.3% |
| Admin fee / account holder | $5,994 | $4,512+32.8% | $5,608+6.9% | $4,645+29.0% |