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 | $64,074 | $138,347-53.7% | $184,203-65.2% | $80,856-20.8% |
| Participation rate | 52.4% | 83.9%-31.5pp | 86.8%-34.4pp | 67.6%-15.3pp |
| Annual return | 12.41% | 20.02%-7.6pp | 28.81%-16.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $903 | $4,850-81.4% | $6,427-85.9% | $2,755-67.2% |
| Participant deferral / active EE | $5,919 | $7,071-16.3% | $9,131-35.2% | $4,296+37.8% |
| Admin fee / account holder | $2,712 | $10,483-74.1% | $13,901-80.5% | $6,918-60.8% |