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 | $70,442 | $74,927-6.0% | $101,794-30.8% | $84,808-16.9% |
| Participation rate | 65.8% | 61.4%+4.4pp | 69.2%-3.4pp | 68.3%-2.5pp |
| Annual return | 16.72% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $301 | $1,522-80.2% | $2,289-86.9% | $2,631-88.6% |
| Participant deferral / active EE | $2,916 | $3,099-5.9% | $4,084-28.6% | $4,212-30.8% |
| Admin fee / account holder | $6,747 | $6,514+3.6% | $8,777-23.1% | $7,344-8.1% |