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 | $42,775 | $176,812-75.8% | $146,665-70.8% | $167,490-74.5% |
| Participation rate | 68.4% | 83.6%-15.2pp | 80.1%-11.6pp | 82.1%-13.7pp |
| Annual return | 23.02% | 24.03%-1.0pp | 22.74%+0.3pp | 478.56%-455.5pp |
| Employer contribution / active EE | $855 | $5,160-83.4% | $4,136-79.3% | $4,837-82.3% |
| Participant deferral / active EE | $2,061 | $6,440-68.0% | $5,506-62.6% | $6,341-67.5% |
| Admin fee / account holder | $1,309 | $13,259-90.1% | $10,280-87.3% | $12,309-89.4% |