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 | $67,184 | $84,556-20.5% | $116,228-42.2% | $74,304-9.6% |
| Participation rate | 35.0% | 66.0%-31.0pp | 74.6%-39.6pp | 60.3%-25.3pp |
| Annual return | 15.66% | 18.35%-2.7pp | 90.06%-74.4pp | 29.43%-13.8pp |
| Employer contribution / active EE | $569 | $2,168-73.8% | $2,994-81.0% | $2,241-74.6% |
| Participant deferral / active EE | $1,889 | $3,814-50.5% | $4,953-61.9% | $3,767-49.9% |
| Admin fee / account holder | $2,616 | $3,792-31.0% | $11,989-78.2% | $2,969-11.9% |