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 | $45,983 | $95,803-52.0% | $113,168-59.4% | $84,808-45.8% |
| Participation rate | 43.8% | 72.9%-29.1pp | 76.6%-32.8pp | 68.3%-24.6pp |
| Annual return | 14.12% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.8pp |
| Employer contribution / active EE | $276 | $2,360-88.3% | $2,975-90.7% | $2,631-89.5% |
| Participant deferral / active EE | $2,357 | $4,242-44.4% | $5,107-53.8% | $4,212-44.0% |
| Admin fee / account holder | $8,153 | $8,989-9.3% | $12,068-32.4% | $7,344+11.0% |