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 | $58,393 | $109,413-46.6% | $156,263-62.6% | $84,808-31.1% |
| Participation rate | 52.8% | 72.7%-19.9pp | 78.9%-26.1pp | 68.3%-15.5pp |
| Annual return | 12.51% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $91 | $2,907-96.9% | $4,333-97.9% | $2,631-96.5% |
| Participant deferral / active EE | $2,408 | $4,590-47.5% | $6,158-60.9% | $4,212-42.8% |
| Admin fee / account holder | $3,689 | $9,357-60.6% | $14,255-74.1% | $7,344-49.8% |