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 | $60,593 | $86,929-30.3% | $102,423-40.8% | $80,856-25.1% |
| Participation rate | 62.3% | 72.4%-10.1pp | 76.5%-14.2pp | 67.6%-5.3pp |
| Annual return | 10.42% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $655 | $2,369-72.4% | $3,023-78.3% | $2,755-76.2% |
| Participant deferral / active EE | $2,203 | $4,118-46.5% | $5,053-56.4% | $4,296-48.7% |
| Admin fee / account holder | $2,929 | $8,049-63.6% | $9,451-69.0% | $6,918-57.7% |