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 | $98,141 | $138,347-29.1% | $184,203-46.7% | $80,856+21.4% |
| Participation rate | 33.3% | 83.9%-50.5pp | 86.8%-53.5pp | 67.6%-34.3pp |
| Annual return | 17.10% | 20.02%-2.9pp | 28.81%-11.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,314 | $4,850-72.9% | $6,427-79.5% | $2,755-52.3% |
| Participant deferral / active EE | $4,086 | $7,071-42.2% | $9,131-55.3% | $4,296-4.9% |
| Admin fee / account holder | $2,303 | $10,483-78.0% | $13,901-83.4% | $6,918-66.7% |