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 | $92,657 | $110,257-16.0% | $96,544-4.0% | $139,434-33.5% |
| Participation rate | 55.0% | 78.1%-23.1pp | 76.0%-21.0pp | 80.3%-25.3pp |
| Annual return | 15.34% | 26.32%-11.0pp | 25.84%-10.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $611 | $3,620-83.1% | $2,965-79.4% | $4,751-87.1% |
| Participant deferral / active EE | $2,412 | $5,548-56.5% | $4,851-50.3% | $6,710-64.1% |
| Admin fee / account holder | $3,477 | $11,591-70.0% | $8,252-57.9% | $11,403-69.5% |