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 | $88,366 | $95,803-7.8% | $113,168-21.9% | $84,808+4.2% |
| Participation rate | 38.9% | 72.9%-34.0pp | 76.6%-37.7pp | 68.3%-29.4pp |
| Annual return | 14.99% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $620 | $2,360-73.7% | $2,975-79.2% | $2,631-76.4% |
| Participant deferral / active EE | $1,974 | $4,242-53.5% | $5,107-61.3% | $4,212-53.1% |
| Admin fee / account holder | $6,668 | $8,989-25.8% | $12,068-44.7% | $7,344-9.2% |