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 | $95,783 | $106,515-10.1% | $96,683-0.9% | $139,434-31.3% |
| Participation rate | 59.1% | 77.8%-18.7pp | 74.3%-15.3pp | 80.3%-21.2pp |
| Annual return | 17.80% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $744 | $4,103-81.9% | $3,737-80.1% | $4,751-84.3% |
| Participant deferral / active EE | $3,011 | $5,454-44.8% | $4,878-38.3% | $6,710-55.1% |
| Admin fee / account holder | $2,003 | $7,877-74.6% | $6,730-70.2% | $11,403-82.4% |