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 | $47,768 | $89,753-46.8% | $107,525-55.6% | $84,808-43.7% |
| Participation rate | 27.0% | 68.1%-41.0pp | 75.1%-48.0pp | 68.3%-41.3pp |
| Annual return | 19.16% | 29.48%-10.3pp | 181.32%-162.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $701 | $3,113-77.5% | $3,754-81.3% | $2,631-73.4% |
| Participant deferral / active EE | $3,470 | $4,056-14.5% | $5,116-32.2% | $4,212-17.6% |
| Admin fee / account holder | $1,377 | $7,222-80.9% | $8,919-84.6% | $7,344-81.3% |