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 | $65,323 | $124,319-47.5% | $111,297-41.3% | $167,490-61.0% |
| Participation rate | 46.2% | 79.6%-33.5pp | 77.3%-31.2pp | 82.1%-36.0pp |
| Annual return | 10.79% | 37.44%-26.6pp | 54.65%-43.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $71 | $3,435-97.9% | $2,731-97.4% | $4,837-98.5% |
| Participant deferral / active EE | $1,996 | $5,180-61.5% | $4,487-55.5% | $6,341-68.5% |
| Admin fee / account holder | $749 | $10,618-92.9% | $7,964-90.6% | $12,309-93.9% |