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 | $56,141 | $64,480-12.9% | $81,382-31.0% | $80,856-30.6% |
| Participation rate | 60.4% | 63.9%-3.5pp | 69.5%-9.1pp | 67.6%-7.2pp |
| Annual return | 11.92% | 16.34%-4.4pp | 24.73%-12.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,146 | $3,094-63.0% | $3,883-70.5% | $4,296-73.3% |
| Admin fee / account holder | $3,613 | $5,671-36.3% | $5,768-37.4% | $6,918-47.8% |