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 | $75,779 | $94,625-19.9% | $116,228-34.8% | $84,808-10.6% |
| Participation rate | 64.0% | 70.4%-6.5pp | 74.6%-10.6pp | 68.3%-4.4pp |
| Annual return | 16.99% | 20.40%-3.4pp | 90.06%-73.1pp | 40.90%-23.9pp |
| Employer contribution / active EE | $173 | $2,347-92.6% | $2,994-94.2% | $2,631-93.4% |
| Participant deferral / active EE | $3,057 | $3,972-23.0% | $4,953-38.3% | $4,212-27.4% |
| Admin fee / account holder | $5,280 | $10,091-47.7% | $11,989-56.0% | $7,344-28.1% |