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 | $61,517 | $99,985-38.5% | $146,665-58.1% | $85,850-28.3% |
| Participation rate | 68.1% | 73.1%-5.0pp | 80.1%-12.0pp | 69.3%-1.2pp |
| Annual return | 13.95% | 18.93%-5.0pp | 22.74%-8.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $271 | $2,559-89.4% | $4,136-93.4% | $2,565-89.4% |
| Participant deferral / active EE | $2,593 | $4,006-35.3% | $5,506-52.9% | $3,952-34.4% |
| Admin fee / account holder | $4,547 | $7,702-41.0% | $10,280-55.8% | $6,260-27.4% |