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 | $67,158 | $101,724-34.0% | $164,813-59.3% | $80,856-16.9% |
| Participation rate | 67.7% | 71.8%-4.1pp | 78.6%-10.9pp | 67.6%+0.1pp |
| Annual return | 10.96% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.6pp |
| Employer contribution / active EE | $588 | $2,953-80.1% | $4,341-86.4% | $2,755-78.6% |
| Participant deferral / active EE | $5,069 | $4,477+13.2% | $6,031-16.0% | $4,296+18.0% |
| Admin fee / account holder | $30,247 | $8,227+267.6% | $12,690+138.4% | $6,918+337.2% |