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 | $66,504 | $96,484-31.1% | $156,263-57.4% | $74,304-10.5% |
| Participation rate | 35.6% | 67.7%-32.1pp | 78.9%-43.3pp | 60.3%-24.8pp |
| Annual return | 18.32% | 17.73%+0.6pp | 59.47%-41.1pp | 29.43%-11.1pp |
| Employer contribution / active EE | $13 | $2,528-99.5% | $4,333-99.7% | $2,241-99.4% |
| Participant deferral / active EE | $3,083 | $4,286-28.1% | $6,158-49.9% | $3,767-18.2% |
| Admin fee / account holder | $8,811 | $3,728+136.4% | $14,255-38.2% | $2,969+196.8% |