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 | $79,728 | $81,460-2.1% | $103,333-22.8% | $80,856-1.4% |
| Participation rate | 37.5% | 66.8%-29.3pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 13.22% | 25.55%-12.3pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $691 | $3,105-77.8% | $3,868-82.1% | $2,755-74.9% |
| Participant deferral / active EE | $2,302 | $3,869-40.5% | $5,057-54.5% | $4,296-46.4% |
| Admin fee / account holder | $871 | $6,566-86.7% | $8,355-89.6% | $6,918-87.4% |