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 3-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 | $60,667 | $109,413-44.6% | $156,263-61.2% | $84,808-28.5% |
| Participation rate | 55.9% | 72.7%-16.8pp | 78.9%-23.0pp | 68.3%-12.4pp |
| Annual return | 21.14% | 20.18%+1.0pp | 59.47%-38.3pp | 40.90%-19.8pp |
| Employer contribution / active EE | $446 | $2,907-84.7% | $4,333-89.7% | $2,631-83.1% |
| Participant deferral / active EE | $2,081 | $4,590-54.7% | $6,158-66.2% | $4,212-50.6% |
| Admin fee / account holder | $2,031 | $9,357-78.3% | $14,255-85.7% | $7,344-72.3% |