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 | $26,518 | $56,897-53.4% | $84,750-68.7% | $62,891-57.8% |
| Participation rate | 45.2% | 68.5%-23.4pp | 76.6%-31.4pp | 69.3%-24.1pp |
| Annual return | 7.24% | 6.30%+0.9pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $287 | $2,400-88.0% | $3,574-92.0% | $2,281-87.4% |
| Participant deferral / active EE | $1,527 | $2,709-43.6% | $3,712-58.9% | $3,203-52.3% |
| Admin fee / account holder | $2,210 | $3,581-38.3% | $5,332-58.6% | $4,296-48.5% |