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 | $53,633 | $81,460-34.2% | $103,333-48.1% | $80,856-33.7% |
| Participation rate | 34.8% | 66.8%-32.0pp | 74.5%-39.7pp | 67.6%-32.8pp |
| Annual return | 10.54% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $507 | $3,105-83.7% | $3,868-86.9% | $2,755-81.6% |
| Participant deferral / active EE | $2,539 | $3,869-34.4% | $5,057-49.8% | $4,296-40.9% |
| Admin fee / account holder | $3,843 | $6,566-41.5% | $8,355-54.0% | $6,918-44.5% |