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 | $97,019 | $135,952-28.6% | $123,892-21.7% | $273,961-64.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 10.65% | 56.63%-46.0pp | 47.52%-36.9pp | 41.45%-30.8pp |
| Employer contribution / active EE | $780 | $5,170-84.9% | $4,617-83.1% | $4,869-84.0% |
| Participant deferral / active EE | $3,000 | $6,343-52.7% | $5,984-49.9% | $5,287-43.3% |
| Admin fee / account holder | $1,573 | $9,817-84.0% | $8,357-81.2% | $10,132-84.5% |