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 | $45,897 | $81,248-43.5% | $155,509-70.5% | $80,856-43.2% |
| Participation rate | 34.6% | 66.2%-31.6pp | 78.2%-43.6pp | 67.6%-33.0pp |
| Annual return | 18.45% | 33.31%-14.9pp | 64.67%-46.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $265 | $3,100-91.4% | $4,672-94.3% | $2,755-90.4% |
| Participant deferral / active EE | $3,392 | $3,452-1.7% | $5,626-39.7% | $4,296-21.0% |
| Admin fee / account holder | $1,962 | $7,997-75.5% | $15,912-87.7% | $6,918-71.6% |