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 | $60,256 | $176,812-65.9% | $146,665-58.9% | $167,490-64.0% |
| Participation rate | 38.5% | 83.6%-45.2pp | 80.1%-41.6pp | 82.1%-43.6pp |
| Annual return | 8.96% | 24.03%-15.1pp | 22.74%-13.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,019 | $5,160-80.2% | $4,136-75.4% | $4,837-78.9% |
| Participant deferral / active EE | $2,607 | $6,440-59.5% | $5,506-52.7% | $6,341-58.9% |
| Admin fee / account holder | $817 | $13,259-93.8% | $10,280-92.1% | $12,309-93.4% |