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 | $71,974 | $94,625-23.9% | $116,228-38.1% | $84,808-15.1% |
| Participation rate | 67.4% | 70.4%-3.1pp | 74.6%-7.2pp | 68.3%-0.9pp |
| Annual return | 13.00% | 20.40%-7.4pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $642 | $2,347-72.6% | $2,994-78.5% | $2,631-75.6% |
| Participant deferral / active EE | $2,837 | $3,972-28.6% | $4,953-42.7% | $4,212-32.6% |
| Admin fee / account holder | $17,627 | $10,091+74.7% | $11,989+47.0% | $7,344+140.0% |