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 | $29,122 | $65,365-55.4% | $92,893-68.6% | $72,985-60.1% |
| Participation rate | 34.4% | 68.3%-33.9pp | 76.0%-41.6pp | 69.5%-35.1pp |
| Annual return | 22.00% | 42.10%-20.1pp | 109.41%-87.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $282 | $2,594-89.1% | $3,653-92.3% | $2,440-88.4% |
| Participant deferral / active EE | $1,546 | $3,128-50.6% | $4,236-63.5% | $3,607-57.1% |
| Admin fee / account holder | $2,736 | $4,251-35.6% | $5,794-52.8% | $5,124-46.6% |