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 | $64,709 | $87,013-25.6% | $106,213-39.1% | $80,856-20.0% |
| Participation rate | 69.0% | 70.4%-1.5pp | 75.3%-6.3pp | 67.6%+1.3pp |
| Annual return | 33.90% | 17.05%+16.8pp | 116.14%-82.2pp | 35.59%-1.7pp |
| Employer contribution / active EE | $412 | $2,395-82.8% | $3,171-87.0% | $2,755-85.1% |
| Participant deferral / active EE | $3,329 | $3,986-16.5% | $5,016-33.6% | $4,296-22.5% |
| Admin fee / account holder | $22,434 | $8,431+166.1% | $11,033+103.3% | $6,918+224.3% |