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 | $63,639 | $72,277-12.0% | $101,248-37.1% | $79,858-20.3% |
| Participation rate | 65.2% | 68.5%-3.3pp | 75.8%-10.7pp | 69.6%-4.5pp |
| Annual return | 17.20% | 22.30%-5.1pp | 46.47%-29.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $457 | $2,692-83.0% | $3,660-87.5% | $2,471-81.5% |
| Participant deferral / active EE | $3,045 | $3,282-7.2% | $4,370-30.3% | $3,740-18.6% |
| Admin fee / account holder | $2,252 | $4,400-48.8% | $5,945-62.1% | $5,306-57.6% |