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 | $50,033 | $179,726-72.2% | $156,263-68.0% | $142,382-64.9% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.9%-25.6pp | 80.1%-26.8pp |
| Annual return | 12.90% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $904 | $5,069-82.2% | $4,333-79.1% | $4,299-79.0% |
| Participant deferral / active EE | $2,323 | $6,956-66.6% | $6,158-62.3% | $6,507-64.3% |
| Admin fee / account holder | $4,331 | $17,272-74.9% | $14,255-69.6% | $12,624-65.7% |