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 | $61,295 | $54,762+11.9% | $90,281-32.1% | $72,985-16.0% |
| Participation rate | 32.0% | 65.1%-33.1pp | 73.3%-41.3pp | 69.5%-37.5pp |
| Annual return | 20.42% | 30.63%-10.2pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,857 | $2,887-1.0% | $3,885-26.5% | $3,607-20.8% |
| Admin fee / account holder | $3,656 | $3,972-8.0% | $5,351-31.7% | $5,124-28.7% |