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 | $62,506 | $66,098-5.4% | $101,794-38.6% | $74,304-15.9% |
| Participation rate | 52.9% | 53.8%-0.9pp | 69.2%-16.3pp | 60.3%-7.5pp |
| Annual return | 15.76% | 19.59%-3.8pp | 30.53%-14.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,261 | $2,781+53.2% | $4,084+4.3% | $3,767+13.1% |
| Admin fee / account holder | $4,643 | $4,146+12.0% | $8,777-47.1% | $2,969+56.4% |