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 | $54,782 | $103,376-47.0% | $87,100-37.1% | $152,861-64.2% |
| Participation rate | 56.3% | 79.3%-23.1pp | 76.9%-20.6pp | 82.4%-26.2pp |
| Annual return | 18.97% | 28.10%-9.1pp | 28.19%-9.2pp | 345.32%-326.3pp |
| Employer contribution / active EE | $94 | $3,220-97.1% | $2,521-96.3% | $4,762-98.0% |
| Participant deferral / active EE | $2,353 | $4,778-50.8% | $4,049-41.9% | $5,850-59.8% |
| Admin fee / account holder | $1,375 | $12,205-88.7% | $7,497-81.7% | $11,596-88.1% |