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 | $62,190 | $86,286-27.9% | $111,297-44.1% | $85,850-27.6% |
| Participation rate | 67.8% | 73.3%-5.6pp | 77.3%-9.5pp | 69.3%-1.5pp |
| Annual return | 12.34% | 19.99%-7.6pp | 54.65%-42.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $428 | $2,043-79.0% | $2,731-84.3% | $2,565-83.3% |
| Participant deferral / active EE | $2,537 | $3,641-30.3% | $4,487-43.5% | $3,952-35.8% |
| Admin fee / account holder | $5,201 | $8,188-36.5% | $7,964-34.7% | $6,260-16.9% |