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 | $69,960 | $74,927-6.6% | $101,794-31.3% | $84,808-17.5% |
| Participation rate | 32.9% | 61.4%-28.5pp | 69.2%-36.3pp | 68.3%-35.5pp |
| Annual return | 16.69% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $261 | $1,522-82.9% | $2,289-88.6% | $2,631-90.1% |
| Participant deferral / active EE | $2,373 | $3,099-23.4% | $4,084-41.9% | $4,212-43.7% |
| Admin fee / account holder | $438 | $6,514-93.3% | $8,777-95.0% | $7,344-94.0% |