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 | $33,201 | $135,952-75.6% | $123,892-73.2% | $273,961-87.9% |
| Participation rate | 12.5% | 84.1%-71.6pp | 81.4%-68.9pp | 83.0%-70.5pp |
| Annual return | 9.65% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $620 | $5,170-88.0% | $4,617-86.6% | $4,869-87.3% |
| Participant deferral / active EE | $2,400 | $6,343-62.2% | $5,984-59.9% | $5,287-54.6% |
| Admin fee / account holder | $377 | $9,817-96.2% | $8,357-95.5% | $10,132-96.3% |