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 | $74,736 | $86,929-14.0% | $102,423-27.0% | $80,856-7.6% |
| Participation rate | 63.7% | 72.4%-8.6pp | 76.5%-12.7pp | 67.6%-3.9pp |
| Annual return | 18.47% | 18.88%-0.4pp | 29.32%-10.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $653 | $2,369-72.4% | $3,023-78.4% | $2,755-76.3% |
| Participant deferral / active EE | $4,011 | $4,118-2.6% | $5,053-20.6% | $4,296-6.6% |
| Admin fee / account holder | $1,036 | $8,049-87.1% | $9,451-89.0% | $6,918-85.0% |