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 | $67,437 | $72,277-6.7% | $101,248-33.4% | $79,858-15.6% |
| Participation rate | 65.4% | 68.5%-3.1pp | 75.8%-10.4pp | 69.6%-4.2pp |
| Annual return | 14.81% | 22.30%-7.5pp | 46.47%-31.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $310 | $2,692-88.5% | $3,660-91.5% | $2,471-87.5% |
| Participant deferral / active EE | $1,978 | $3,282-39.7% | $4,370-54.7% | $3,740-47.1% |
| Admin fee / account holder | $2,643 | $4,400-39.9% | $5,945-55.5% | $5,306-50.2% |