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 | $83,905 | $106,515-21.2% | $96,683-13.2% | $139,434-39.8% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 15.93% | 38.43%-22.5pp | 35.69%-19.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $40 | $4,103-99.0% | $3,737-98.9% | $4,751-99.1% |
| Participant deferral / active EE | $4,820 | $5,454-11.6% | $4,878-1.2% | $6,710-28.2% |
| Admin fee / account holder | $1,024 | $7,877-87.0% | $6,730-84.8% | $11,403-91.0% |