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 | $33,813 | $110,257-69.3% | $96,544-65.0% | $139,434-75.7% |
| Participation rate | 63.2% | 78.1%-14.9pp | 76.0%-12.8pp | 80.3%-17.2pp |
| Annual return | 21.88% | 26.32%-4.4pp | 25.84%-4.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $319 | $3,620-91.2% | $2,965-89.2% | $4,751-93.3% |
| Participant deferral / active EE | $2,287 | $5,548-58.8% | $4,851-52.9% | $6,710-65.9% |
| Admin fee / account holder | $3,541 | $11,591-69.4% | $8,252-57.1% | $11,403-68.9% |