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 | $56,005 | $72,492-22.7% | $87,100-35.7% | $72,985-23.3% |
| Participation rate | 56.0% | 72.8%-16.8pp | 76.9%-20.9pp | 69.5%-13.5pp |
| Annual return | 21.81% | 24.46%-2.6pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $381 | $1,894-79.9% | $2,521-84.9% | $2,440-84.4% |
| Participant deferral / active EE | $2,400 | $3,270-26.6% | $4,049-40.7% | $3,607-33.5% |
| Admin fee / account holder | $8,324 | $5,055+64.7% | $7,497+11.0% | $5,124+62.4% |