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 | $37,536 | $95,803-60.8% | $113,168-66.8% | $84,808-55.7% |
| Participation rate | 57.8% | 72.9%-15.1pp | 76.6%-18.8pp | 68.3%-10.5pp |
| Annual return | 16.32% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.6pp |
| Employer contribution / active EE | $526 | $2,360-77.7% | $2,975-82.3% | $2,631-80.0% |
| Participant deferral / active EE | $2,526 | $4,242-40.5% | $5,107-50.5% | $4,212-40.0% |
| Admin fee / account holder | $2,286 | $8,989-74.6% | $12,068-81.1% | $7,344-68.9% |