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 | $70,924 | $72,492-2.2% | $87,100-18.6% | $72,985-2.8% |
| Participation rate | 69.9% | 72.8%-2.9pp | 76.9%-7.0pp | 69.5%+0.4pp |
| Annual return | 20.51% | 24.46%-3.9pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $446 | $1,894-76.4% | $2,521-82.3% | $2,440-81.7% |
| Participant deferral / active EE | $2,655 | $3,270-18.8% | $4,049-34.4% | $3,607-26.4% |
| Admin fee / account holder | $6,301 | $5,055+24.7% | $7,497-15.9% | $5,124+23.0% |