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 | $71,004 | $105,856-32.9% | $285,549-75.1% | $116,875-39.2% |
| Participation rate | 48.6% | 68.4%-19.7pp | 83.2%-34.5pp | 74.5%-25.9pp |
| Annual return | 16.96% | 16.47%+0.5pp | 7.15%+9.8pp | 16.29%+0.7pp |
| Employer contribution / active EE | $606 | $2,968-79.6% | $5,022-87.9% | $3,288-81.6% |
| Participant deferral / active EE | $1,604 | $2,757-41.8% | $4,549-64.7% | $3,885-58.7% |
| Admin fee / account holder | $2,392 | $7,416-67.7% | $13,934-82.8% | $12,263-80.5% |