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 | $118,471 | $163,101-27.4% | $136,749-13.4% | $142,382-16.8% |
| Participation rate | 20.0% | 78.2%-58.2pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 16.78% | 27.54%-10.8pp | 24.33%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $252 | $4,117-93.9% | $3,400-92.6% | $4,299-94.1% |
| Participant deferral / active EE | $2,880 | $5,585-48.4% | $4,692-38.6% | $6,507-55.7% |
| Admin fee / account holder | $1,061 | $14,318-92.6% | $11,386-90.7% | $12,624-91.6% |