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 | $43,628 | $89,753-51.4% | $107,525-59.4% | $84,808-48.6% |
| Participation rate | 67.6% | 68.1%-0.4pp | 75.1%-7.4pp | 68.3%-0.7pp |
| Annual return | 15.12% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $689 | $3,113-77.9% | $3,754-81.6% | $2,631-73.8% |
| Participant deferral / active EE | $3,210 | $4,056-20.9% | $5,116-37.3% | $4,212-23.8% |
| Admin fee / account holder | $15,494 | $7,222+114.5% | $8,919+73.7% | $7,344+111.0% |