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 | $76,590 | $109,881-30.3% | $150,045-49.0% | $84,808-9.7% |
| Participation rate | 30.0% | 76.1%-46.1pp | 82.3%-52.3pp | 68.3%-38.3pp |
| Annual return | 16.36% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $41 | $3,561-98.8% | $4,693-99.1% | $2,631-98.4% |
| Participant deferral / active EE | $4,197 | $6,636-36.7% | $7,997-47.5% | $4,212-0.3% |
| Admin fee / account holder | $8,347 | $8,568-2.6% | $13,435-37.9% | $7,344+13.7% |