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 | $59,891 | $76,050-21.2% | $96,544-38.0% | $71,457-16.2% |
| Participation rate | 54.2% | 74.4%-20.2pp | 76.0%-21.7pp | 67.9%-13.7pp |
| Annual return | 14.48% | 22.81%-8.3pp | 25.84%-11.4pp | 28.85%-14.4pp |
| Employer contribution / active EE | $491 | $2,244-78.1% | $2,965-83.4% | $2,588-81.0% |
| Participant deferral / active EE | $2,176 | $4,215-48.4% | $4,851-55.1% | $4,289-49.3% |
| Admin fee / account holder | $2,717 | $2,707+0.4% | $8,252-67.1% | $1,587+71.2% |