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 | $57,044 | $64,324-11.3% | $118,925-52.0% | $79,858-28.6% |
| Participation rate | 26.2% | 64.9%-38.7pp | 75.4%-49.2pp | 69.6%-43.4pp |
| Annual return | 16.26% | 86.45%-70.2pp | 35.88%-19.6pp | 31.71%-15.5pp |
| Employer contribution / active EE | $451 | $1,836-75.4% | $3,263-86.2% | $2,471-81.7% |
| Participant deferral / active EE | $1,404 | $2,824-50.3% | $4,265-67.1% | $3,740-62.5% |
| Admin fee / account holder | $352 | $4,040-91.3% | $6,581-94.6% | $5,306-93.4% |