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 | $41,158 | $99,341-58.6% | $84,750-51.4% | $273,961-85.0% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 3.45% | 22.93%-19.5pp | 22.78%-19.3pp | 41.45%-38.0pp |
| Employer contribution / active EE | $456 | $4,214-89.2% | $3,574-87.2% | $4,869-90.6% |
| Participant deferral / active EE | $2,381 | $4,269-44.2% | $3,712-35.9% | $5,287-55.0% |
| Admin fee / account holder | $3,182 | $6,644-52.1% | $5,332-40.3% | $10,132-68.6% |