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 | $67,720 | $138,347-51.1% | $184,203-63.2% | $80,856-16.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 86.8%-36.8pp | 67.6%-17.6pp |
| Annual return | 15.05% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,185 | $4,850-75.6% | $6,427-81.6% | $2,755-57.0% |
| Participant deferral / active EE | $5,575 | $7,071-21.2% | $9,131-39.0% | $4,296+29.8% |
| Admin fee / account holder | $2,997 | $10,483-71.4% | $13,901-78.4% | $6,918-56.7% |