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 | $60,204 | $76,670-21.5% | $96,683-37.7% | $71,457-15.7% |
| Participation rate | 43.9% | 66.6%-22.7pp | 74.3%-30.4pp | 67.9%-24.0pp |
| Annual return | 17.45% | 48.29%-30.8pp | 35.69%-18.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $524 | $3,031-82.7% | $3,737-86.0% | $2,588-79.7% |
| Participant deferral / active EE | $2,497 | $3,771-33.8% | $4,878-48.8% | $4,289-41.8% |
| Admin fee / account holder | $2,443 | $2,028+20.5% | $6,730-63.7% | $1,587+53.9% |