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 | $44,443 | $95,803-53.6% | $113,168-60.7% | $84,808-47.6% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 18.27% | 25.00%-6.7pp | 24.27%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $301 | $2,360-87.3% | $2,975-89.9% | $2,631-88.6% |
| Participant deferral / active EE | $3,079 | $4,242-27.4% | $5,107-39.7% | $4,212-26.9% |
| Admin fee / account holder | $395 | $8,989-95.6% | $12,068-96.7% | $7,344-94.6% |